Melo

Reviews

We're the best-kept secret in financial planning, but the word is getting out.

Ben’s 1-2-1 coaching has been invaluable. Not only to my professional life but aspects of my personal development and confidence building.
Financial adviser
Louise Hutchinson
Tenet&You
Really enjoyed the course and couldn’t think of anyone with more passion to (run) them.
Financial adviser
Lynn Street
Tenet&You
Completing the course have given me a lot more self-confidence.....pushing (me) beyond my confort zone.
Financial adviser
Robert Wilkinson
Tenet&You
It was amazing! So motivational.....I'm absolutely buzzing!
Financial adviser
Ameeta Bhayani
Tenet&You
Great experience, even for experienced advisers. Small things are often missed.
Goals Based Planning Workshop Delegate
Great for client meetings and a must to implement, for an adviser.
Goals Based Planning Workshop Delegate
Informative and engaging presentation, which is important in our profession, to implement with client.
Goals Based Planning Workshop Delegate
We could not speak more highly of Vicki Hicks and have no hesitation in recommending her and the team. In addition to Vicki being extremely knowledgeable and experienced, we found her honest, open approach a great fit with our Firm. Vicki takes the time to listen, she understands us, the people we work with and has a genuine desire to help.
Sarah Davies
The combination of professional yet commercial but still personable is an excellent mix. They really listen to what you are looking for, give you realistic expectations and go beyond the call of duty to get you the best deal possible. They will then virtually "hold your hand" through the whole process. They have been there & done it themselves so they understand completely from both the business & personal side exactly what you are going to face & know how to help you. You can't ask for better than that.
1st Chartered Financial Planning
Best in the business. Vicki is incredibly knowledgeable and lovely to work with. Wouldn’t go anywhere else.
Gary Lumb
Clarity of goals based planning and objectives was good. Thought provoking.
Goals Based Planning Workshop Delegate

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Progress

22 May 2025

Why great financial advisers make lousy leaders (unless they fix these things first)

Many founders are brilliant financial advisers or planners, but that doesn’t automatically…

Progress

22 May 2025

You built a lifestyle business. Now you want a commercial one. Here’s the gap

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News

22 May 2025

You can’t scale chaos: Why £300 million AUA firms stall without a plan

Growth often gets firms to £300 million AUA — but beyond that,…

Exit

22 May 2025

Why accepting the highest bid for your business could be the most expensive mistake you make

When it comes to selling your business, a big headline number might…

Exit

22 May 2025

Thinking of selling your business in 3 years? You’re already behind

You might think that three years is plenty of time to prepare…

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