Melo

Start strong Progress quicker Exit confidently

Hello from Melo! The business lifecycle agency revolutionising the financial planning profession.

We'll be the salt to
your pepper

Your business
lifecycle

Let’s start by figuring out which stage of your business lifecycle you’re at right now.

Ready to launch
Push the throttle
Flying high
Prepare to land
Touchdown
Airplane

What can we help you with?

Pink Blob

Progress

Turn change into growth, unlock opportunities and power business impact.

Blue Blob

Exit

Leverage our experience for the perfect landing – for you, your clients, and your team.

'elo from Melo

Lots of businesses claim to be game-changing. Ours really is. We call ourselves a business lifecycle agency. What’s that? Well, We educate, guide and support financial planning firms through every stage of their lifecycle. Get ready to Melo-fy your business and be a cut above the rest.

the full story
The GC Index
CII
Their philosophy of "culture before cash" and genuine desire to make sure that business owners get the best possible fit and overall deal means I recommend them highly.
Dominic Rose
Dominic Rose
Ben took the time to listen, understand what we wanted to achieve and provide insight from his years of experience. I feel comfortable that we are being guided by someone who knows what they are doing and, more importantly, listens to what we want and does what he says he’ll do.
Pete Summerbee
Pete Summerbee
Training & Competence Manager
Vicki and the team provided first-class support when we were purchasing a business. They have a great ability to see the commerciality and be open in their dealings with clients. This is very welcome at what is a stressful time, whether you are selling or buying a business.”
Helen Gott
Helen Gott
Rachael was a great support in the identification and recruitment of financial planning talent. She understood the market and took time to understand the calibre of individuals I was looking for.
John Hill
John Hill
I felt completely safe in Rachael’s hands and was very pleased with the introductions that were made. I’m pleased to say that this led to a successful placement. Thank you, Rachael.
Gemma Oliver
Gemma Oliver
We had a great experience working with Ben and Izzy on strategic marketing workshops. They were a huge support from start to finish, thanks to their talented facilitation and organisational skills. Their knowledge and understanding of the financial planning profession was a big bonus too.
Debbie Brindley
Debbie Brindley
Marketing Manager

Faces of Melo

Caffeine-fuelled and energy-charged, this lot here
makes us who we are.

  • Board
  • Progress
  • Exit
  • Operations

Victoria Hicks

Victoria Hicksicons
Group CEO

Ben Wright

Ben Wrighticons
Chief Innovation Officer & Director of Progress

Anthony Singleton

Anthony Singletonicons
Chief Revenue Officer

Stuart Hicks

Stuart Hicksicons
Group Chief Operating Officer

Catherine Slaven

Catherine Slavenicons
Executive Assistant to the Board

Kath Harvey

Kath Harveyicons
Head of Progress

Louen Davis

Louen Davisicons
Operations Manager

Tom Wotton

Tom Wottonicons
Director of Finance & Exit Partner

Tom Bagley

Tom Bagleyicons
Operations Director

Rebecca Parry

Rebecca Parryicons
Executive Assistant

Nicola Wright

Nicola Wrighticons
Progress Partner

Shammah Gwedegwe

Shammah Gwedegweicons
Project Co-ordinator
who even are we?

Bite size
brilliance

From snagging top talent, to amplifying progress and mastering the arts of exits –
it’s all here in the blog.

take a bite

News

10 March 2025

How to find a new sense of purpose after retiring from your business

As an ambitious entrepreneur, you’re driven by the challenges and rewards of…

News

10 March 2025

Growth means change. Is that really what you want for your business?

Let’s talk about growth, proper pedal-to-the-metal growth. Growth is an intoxicating idea.…

Exit

10 March 2025

Thinking of selling your business? 10 green flags potential buyers want to see

After years of nurturing and developing your firm into a thriving business,…

Progress

10 March 2025

What is B Corp status and how could it help your financial planning business?

Sustainability is a hot topic in business right now. At Melo, we’re…

News

10 March 2025

Meet Michaela Pashley, Managing Director of Practical Financial Exams Limited

This month Vicki caught up with Michaela Pashley, Managing Director of Practical…

Melo presents LifeTalk

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