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Ogilvy & Haart
Providing Bespoke Strategic Wealth and Financial Strategies
Here at Ogilvy & Haart, your needs are the only factors that influence our decisions.
We can help with all your wealth & taxation needs, whether your situation is straight-forward or out of the ordinary.
WELCOME TO OGILVY & HAART
We Specialise in Strategies to Maximise Your Wealth and Financial Independence.
We are here to deliver 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. We take pride on our attentive approach and are confident there is a solution available for you. We therefore, tailor our offering to your requirements providing wealth & taxation advice on a wide range of personal and business interests.
- Estate Planning
- Investment Planning & Strategy
- Accountancy Service
- Taxation Strategy
- Income Bond Fund
- Income Protection Trust
- Risk Management & Personal Insurance
- Fiduciary Management
Issac Qureshi
Founder
Strategic Planning
We help our clients achieve their personal goals and objectives. Assisting you in developing a comprehensive tax-efficient business strategy that considers all relevant factors and collaborates with you to safeguard your interests. Additionally, we address all issues pertaining to planning, compliance, and transaction assistance in your industry. Our tax professionals have a wealth of knowledge handling all HMRC discussions and negotiations.
Planning & Advisory
We can guide you to financial peace of mind. We closely monitor the ever-evolving landscape of UK taxation regulations and adjust our tax strategy accordingly. Our advisory services focus on establishing tax-efficient holding structures and business models that minimize the risk of adverse tax consequences, while optimizing cash flows through strategic utilization of tax inputs.
Taxation Strategy
It's not simple to maximize tax simplicity and efficiency, but our tax experts can assist you in coming up with the best strategy for your business, regardless of its size, industry, or stage of development. We customize our services to meet your needs, industry, and situation. We provide expert assistance to support you or your business objectives, strategies, and transactions in addition to ordinary annual compliance.
We Offer Popular Plans For Asset TrustIncome ProtectionRental Income TrustTax PlanningInheritance TaxCGT Planning
OUR SERVICES & VALUES
What We Provide
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Increase in Wealth Achieved
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Years Our Legacy Has Providing Wealth Advice
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Team Members
OUR TEAM
Meet With Experth
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David Morgan
Tax Advisor
Eric West
Senior Tax Advisor
Elissa Parker
Financial Consultant
Property Investor
TAILORED ADVICE FOR COMPLEX LIVES Ogilvy & Haart took the time to understand our situation & tailor their solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease as well as increase our wealth & income.
Director
GUIDANCE TOWARDS SECURE FUTURE They listened to what I want to achieve for a stronger and secure financial future in my later stages of life & have guided me towards an investment strategy which is balanced for income return, growth & security.
Business Owner
ENJOY THE FRUITS OF WORKING LIFE I have been highly impressed with the team at Ogilvy & Haart. As a dental practice owner I wanted to ensure myself and my family enjoy some of the fruits of my long working weeks. Ogilvy & Haart were able to provide me with the strategy to increase the profits for my practice and the wealth for my family.
TESTIMONIALS
What Our Clients Says
Our Partner
CASE STUDIES
Let’s See Our Latest Project
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Permissive Tax Planning
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Purposive Tax Planning
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Short-range Tax Planning
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OUR COMPANY'S VISION
Leading The Best Strategic Wealth Management Advice.
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.