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.

What can we help you with?

Yellow Flower

Recruitment

Together, we’ll attract better hires and lock in this top talent.

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
  • Recruitment
  • Progress
  • Exit
  • Operations

Victoria Hicks

Group CEO

Brian Hill

Chief Marketing Officer & Managing Director of Exits

Ben Wright

Chief Innovation Officer & Director of Progress

Rachael Fennessey

Chief People Officer & Managing Director of Recruitment

Anthony Singleton

Non-Executive Director

Stuart Hicks

Group Chief Operating Officer

Catherine Slaven

Executive Assistant to the Board

Kath Harvey

Head of Progress

Louen Davis

Operations Executive

James Rhodes

Senior Relationship Manager

Charlotte Flaherty

Senior Talent Manager

Hazelle Colita

Business Support Administrator

Tom Wotton

Director of Finance & Exit Partner

Zane Hunter

Head of Exits

Molly Parkinson

Marketing Manager

Tom Bagley

Operations Director

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

Progress

Leaders are readers: 4 inspiring book recommendations from Victoria Hicks

Every single member of the Melo board is a former business owner.…

Exit

When is the right time to exit your financial planning business?

Running a business takes passion and drive, not to mention a lot…

Progress

How goal-based planning can turbo charge your financial planning business

The most successful people in life rarely get there by chance. They…

Recruitment

Embrace leadership coaching to enhance your team’s true talent

While a few lucky individuals may have a natural ability to lead,…

Progress

Meet Ben Wright, Chief Innovation Officer & Director of Progress

Ben knows first-hand the challenges and rewards of working as a financial…

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Say 'elo

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

    How can we help?