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Kozzy Hoque

DipPFS

My aim is to deliver a personalised wealth management and financial planning service to individuals and businesses in and around Northamptonshire and across the UK. It’s my objective to help you achieve your financial goals, whatever that may be.

About

Shortly after graduating from university in 2004, Kozzy took on a Graduate Management role in one of the world’s largest banks at the time working in the City of London for 2 years. This led to being appointed to bank branch manager roles in Leicestershire and Northamptonshire over a course of 7 years, which helped Kozzy build strong relationships with the local communities and understand the importance of managing one’s money with the correct advice or guidance and the potential negative impact of not doing so.


Kozzy then made the jump to providing specialist and regulated financial advice in 2013 and has since worked in providing holistic advice in areas such as investment planning, retirement planning and family/life protection. The feedback Kozzy commonly receives is that he has a special talent for really understanding what his client’s need and want and is able to communicate at a level that that suits them. A natural problem solver, Kozzy will ensure he asks the right questions to be able to really help his clients develop a bespoke plan to help achieve their objectives and help manage that plan on an ongoing basis through regular contact.


Born in London, but brought up in Wellingborough in Northamptonshire, Kozzy enjoys family life with his two boys and his wife. Having been a keen photographer in previous years, Kozzy now spends a lot of his spare time juggling family commitments and developing his Taekwondo skills – the only bit of fitness he does!


Kozzy Hoque established Hatton Square Wealth Planning to make financial planning and wealth management accessible and easier to understand. We are keen to ensure we gain a thorough understanding of what it is you want to achieve - whether that be in relation to your retirement planning, investment planning, family protection concerns or anything else– and then establish what you currently have towards meeting those goals to then advise on how to fill the gaps. We will then commit to helping you review those plans on an ongoing basis.


Hatton Square Wealth Planning works with a range of carefully selected professionals, chosen not only for their subject matter excellence, but because we share our absolute commitment to our clients' best interests. We only work in a holistic manner, to deliver a genuine ongoing relationship, with comprehensive advice and support. Our commitment to you is of the utmost discretion, professionalism and ethical principles. We offer a no obligation initial consultation. Before we move forward together, We will always clearly outline all advice fees associated with building your financial plan.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 07/09/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.