Q&A With Issac Qureshi, Founder of Ogilvy & Haart
Issac Qureshi is an experienced professional with a background in finance and taxation. His persistent and determined background began with an education where he studied at both the LSE and UCL, where he earned multiple degrees that significantly increased his knowledge in the fields of Trust Law and Taxation.
After graduating, Issac Qureshi decided to make his mark as a leader within the property investment sphere when he co-founded Urban Logic. For the next two years, he served as the CEO for his business, leading the organization to a successful floatation on the UK stock market. Then, Issac moved into retail investment as the CEO of LAKAS Investments PLC. From here, he made a move to Marvel Marketing, where he served as a non-executive director and honed his skills in campaign analysis and fundraising. In 2014, Issac founded the wealth management and taxation consultancy, Ogilvy & Haart.
Ogilvy & Haart, is a London based company that provides taxation & wealth management advice to both individuals and businesses with a focus on protecting and increasing their wealth.
Tell us a bit about what you do.
My main role within the company is two-fold. Firstly, I am responsible for the ongoing strategic development of the company and ensuring its innovation year on year and together with this I also deal with a number of our clients personally.
I am a firm believer on ensuring all our clients have access to myself and the other senior members of the team as strategic financial planning isn’t just about making money — it’s about creating new opportunities to increase wealth & reach goals.
So, my time is heavily involved with our teams and clients on a daily basis, but this gives me the greatest satisfaction and enjoyment!
What gave you the idea for Ogilvy & Haart? How did it start?
I recognized that there was a lack of innovation in the tax arena. I found that traditional tax firms were not well suited to providing a truly service or results oriented business. I created the firm to deliver a service tailored to the needs of our clients. This innovation has led to further services which we offer which enable our clients to increase their wealth and provide a legacy to their families.
What’s your favorite thing about your chosen profession?
The favorite things about what I do, is being able to help clients and their families provide financial freedom and a long-lasting legacy to their families
What keys to being productive can you share with us?
Here are a few things I always bear in mind when trying to remain productive on a consistent basis:
- Empty your mind
- Prioritize your work
- Have a thinking position
- Pick three to five things you must do that day
- Have a daily action plan
- Do your most dreaded project first
- Never stop
Tell us one long-term goal in your career.
To ensure I have been a real mentor to all the teams that I have worked with, and provided opportunities to others to succeed and develop.
What’s the most valuable lesson you’ve learned through the course of your career?
First your team forms. Then it will storm. After the team finds a comfortable norm, it can then perform.
What advice would you give to others aspiring to succeed in your field?
“You never change things by fighting the existing reality.
To change something, build a new model that makes the existing model obsolete.”
― Buckminster Fuller
What are your favorite things to do outside of work?
I am a very keen reader, and I read a lot whilst traveling. Apart from reading my other great passion is football (soccer) and my team is Liverpool FC!
Name a couple of influential books you’ve read you’d recommend to readers.
“Think & Grow Rich” by Napoleon Hill
“The Science of Getting Rich” by Wallace Wattles
What advice would you give your younger self?
I would tell my younger self to exercise patience – the difference between a deal going great and a deal going sour can sometimes be completely based on timing.
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