What We Do

Consultancy

Our free consultancy service offers support & guidance tailored to the specific needs of each client. Whether you require guidance on financial planning, investment strategies, tax optimisation, limited company structures or insurances, our consultants provide insightful and actionable recommendations, free from conflict. This service is ideal for clients seeking support on any financial concern they may have.

Private Clients

As a HPI private client, you have access to a complete suite of financial solutions, offering ongoing support and management of all your financial affairs. Our approach is unique, with the creation of tiered service levels based on your financial position and service need.
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From budgeting and investment management to tax planning and property, we handle every aspect of your financial life. We coordinate all our expert service providers, ensuring a cohesive and efficient approach to managing your financial position. The HPI private client offering gives you an exclusive relationship with a 24/7 advisor who becomes your personal account manager, liasing with you and your network at all times to arrange, manage and adapt any of your professional services.

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What We Do
_{A unique blend of personal and professional support.}

Consultancy

Free, no-obligation consultation.

Where: Online or In Person
Format: 1 meeting
Scope: Ask for guidance and support on any financial topics
No Sales: No commissions, no fees, and no obligation to become a private client
Follow-Up: 1 recap summary email & action plan for your query
Fee: FREE
Details: This service is ideal if you have questions about specific financial aspects of your life. Receive guidance & support tailored to your needs, with no hidden fees or sales pressure. You may have queries on any of the below financial topics; Financial investments, Tax, Property & Mortgages, Insurance queries, Pensions, Company structures, Commercial or Sponsorship income rules.

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Private Clients

Complete financial management solution.

Engagement: Unlimited
Meetings: Minimum quarterly review meetings
Scope: Access to the full suite of HPI Services
Optional Discovery: A 10-page report, detailing your current financial position
Independent Guidance: Support from a personal account manager
Co-ordination and Liaison: Co-ordination with your network (Agent/Current Advisors) & handling of all external partner services
Support: 24/7 support for you and your network & regular cash flow reviews upon situational changes
Document Review: Documents checked by experts (insurances, mortgages, financials, businesses, contracts, etc.)
Fee: Flat annual fee based on your financial position & service level required
Details: This service provides a single point of contact for you and your network. Becoming a private client is perfect if you need a complete financial management solution that offers a comprehensive platform of professional services, combined with round-the-clock management and strategic planning.

As a private client, you'll benefit from:
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- A dedicated 24/7 account manager who directs, arranges, and supports you through your entire financial journey, covering tax, investments, properties, and insurances
- A dedicated team handling all aspects of your financial requirements, allowing you to focus on your career, knowing that your financial well-being is in capable hands
- Access to unparallelled knowledge and connections in the industry.
- Exclusive discounted services with our external service providers.

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Meet the Executive Team

At HPI, our financial solutions are provided by carefully selected external specialists who have been through a thorough audit and due diligence process. HPI’s specialist team comprises experts with backgrounds in elite sports, financial services, tax, property, media, legal, and insurance.

This diverse expertise allows us to address the unique challenges faced by professionals in the sports, media, and entertainment industries.