Strategic Finance & Innovation Consulting

Transforming Business Performance Through Expert Integration of Finance, Technology, and Commercial Strategy

Institutional-grade strategic thinking with hands-on execution

Decades of experience spanning treasury, AI, and commercial transformation

Proven track record from FTSE 100 companies to innovative start-ups across the UK

A close-up of a hand reaching out towards a digital growth graph featuring various charts and arrows in a sleek office setting, symbolizing potential and success. Auvana

What We Do

Expert services across finance, innovation, and commercial strategy.

Innovation & AI Strategy

Commercial Transformation

Treasury & Investment Management

Capital Markets & Treasury

Business Creation & Scale-Up

Web3 & Emerging Technologies

How We Work

Flexible engagement models tailored to your business needs.

Strategic Advisory

Interim Executive

Board Advisory

Transformation Projects

AI, data analysis. Business people use AI to analyze financial related data. big data Complex performance measurement With modern innovative technology
Proven
Results
Expert
Execution

About Heroic

Strategic Finance & Innovation Consulting. Transforming Business Performance Through Expert Integration of Finance, Technology, and Commercial Strategy.

Multi-Domain Expertise

Hero Investment Capital

Hero Innovation Consulting

Hero Investment Consulting

Professional Excellence

Certified expertise you can trust

CFA Charterholder Qualified
Advanced Portfolio Management
FTSE 100 & Start-up Experience
Cross-Domain Mastery
Execution Focus

Our Team

Experienced professionals combining institutional finance expertise with cutting-edge innovation knowledge.

Philip Holbrook

Philip Holbrook

CFA, IMC

Commercial, Finance, & Investment | Capital Markets & Private Market Leader | Applied AI

Driving innovation across capital markets, investment, and ventures

Cambridge MBA
Distinction
CFA Charterholder
IMC Qualified
25+ Years
Capital Markets
CEO Experience
Venture-backed

Core Expertise

Institutional Finance
Investment Strategy
Structured Finance
Applied AI Strategy

Professional Qualifications

Institutional-grade expertise

CFA Charterholder

Advanced investment analysis

Cambridge MBA

Distinction graduate

Prudential Experience

Senior investment & treasury roles

25+
Years Experience
£5B+
Assets Managed

Case Studies

Real Results Across Multiple Domains

Private Markets & Capital Markets

£20M+ first-year profits, £5B+ portfolio management

AI Technology Leadership

$2M+ funding secured, enterprise AI infrastructure

Strategic Transformation

10x valuation uplift potential through repositioning

Our Impact

Measurable results across finance, technology, and commercial strategy.

Commercial Transformation

New Business Creation

Capital Markets Success

Venture Funding

Portfolio Optimisation

Innovative Financing

Cross-Domain
Mastery

Rare integration of institutional finance, AI technology, and commercial transformation

FTSE 100
+ Start-up

Large cap discipline meets entrepreneurial agility and innovation

Execution
Focused

Beyond strategy—we deliver implementation and tangible results

High-tech blue data analytics interface with glowing bar charts, graphs, and a futuristic digital dashboard, ideal for business, finance, or tech innovation themes. Abstract background 3d Rendering

Ready to Transform Your Business Performance?

Whether you need strategic advisory, interim leadership, or transformation programs, we're here to deliver measurable results that drive your success.

Flexible Engagement

From projects to interim roles

Proven Results

Measurable outcomes

Expert Team

Institutional-grade expertise

Available for consulting engagements, interim executive roles, and advisory positions

Professional consultation
Strategic partnerships
UK market expertise

Get In Touch

Ready to transform your business performance? Let's discuss how our expertise can drive your success.

Send us a message

Contact Information

Phone

Available upon request

Response Time

Within 24 hours

Confidentiality

Professional & secure

Engagement Options

Strategic Advisory
Interim Executive
Board Advisory
Transformation