Ogilvy & Haart are a team of advisers that specialises in strategies to maximise your wealth and financial independence.

We specialise in delivering strategic wealth management advice to both individuals and businesses by providing access to the most rewarding current wealth & tax planning strategies that can help you to protect your wealth, assets and business.

Our approach is based on honesty as all structures are declared and we only suggest solutions that we believe in, and are comfortable to use ourselves. We pride ourselves on our attentive approach and are confident there is a solution available for you. We tailor our offering to your requirements providing wealth & taxation advice on a wide range of personal and business interests. 

Our approach is geared towards managing risk while seeking to efficiently organise your financial affairs and structures within the parameters of contemporary law and practice. 

Please contact us on 0333 444 0820  to arrange a meeting where we can discuss your requirements in more detail.

Our Philosophy.

We don't sell products. We provide solutions.

This means, our strategic wealth planning is only influenced by your needs.

Our clients are the most important stakeholders to us and are not just a means to an end.

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What we do.

We can help with all your wealth & taxation needs, whether your situation is straight-forward or out of the ordinary.

Simply, we work with each client to develop, implement and maintain a relevant and comprehensive strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.

  • We can help you achieve your goals, no matter how big or small they may be
  • We can assist you to become financially secure
  • We can help you make smart decisions with your money

How We Can Help You

Our Core Values

We have three core values which form the basis for everything we do

Independent

Protecting your financial interests from potential conflicts of interest

No custody — We never holds our clients' assets and instead create an independent, insurmountable protective barrier between our firm and our clients' assets and wealth.

Fee only — We only charge a percentage based fee for providing our service; it is our only compensation. And this fee is only based on the results we achieve for you and clearly demonstrated prior to any fees being charged. 

No proprietary products — Since we do not create or sell proprietary products, we are free to recommend those that deliver the best long-term results for our clients.

Integrated

Managing your financial strategy with a comprehensive approach

Extensive business experience — Our team members come to the firm from a variety of business backgrounds including law, accounting, property management, debt restructuring, and contract negotiation.

Multi-discipline — Our services extend beyond investment advisory services to include wealth management, asset protection, income tax, corporation tax, philanthropic planning and estate work.

Teamwork

Serving you with a team of professionals with rich business backgrounds

Coordinating with your other professionals — Accountants, Lawyers, Tax Professionals, Insurance Agents, Inheritance Planning and other professionals necessary to coordinate the best service for our clients.

Long-time, stable team — Our team has worked together for over 18 years.

Diverse business background — Our associates have experience in various aspects of law, accounting, property management, bank relations, financial planning & investments and construction management.