Melo

M&A, and Growth Experts

Whether you're looking to exit your business now or grow it to maximise its value for the future, we're here to help.

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
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

Stuart Hicks

Stuart Hicksicons
Group Chief Operating Officer

Catherine Slaven

Catherine Slavenicons
Business Manager

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 & Marketing Coordinator

Nicola Wright

Nicola Wrighticons
Progress Partner

Shammah Gwedegwe

Shammah Gwedegweicons
Project Co-ordinator

Stephen Ford

Stephen Fordicons
Exit Partner

Cherie-Anne Baxter-Blyth

Cherie-Anne Baxter-Blythicons
Exit Partner
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

Exit

22 August 2025

5 key questions to ask a buyer of your advice firm

It’s easy to approach the sale of a financial planning business like…

Progress

21 August 2025

Why report fees slow down financial planning firms

You don’t need a minimum report fee. You need confidence. Let’s talk…

Exit

14 August 2025

5 Reasons to Sell a Financial Planning Firm

When most people think of a financial planning firm being sold, they…

News

14 August 2025

Advisory vs Discretionary Portfolios: Hidden Risks & Benefits

Model portfolios have been a staple of financial planning for many years.…

Progress

14 August 2025

Stop magpie syndrome in your financial planning firm

At Melo, we’re masters of change. Shaking things up from time to…

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We’ve got our thinking caps on and we’re ready to mingle.

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