Kath Harvey

Head of Progress

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Melo | Kath Harvey
As a keen writer, Kath is always scribbling something down. She's written one novel and is now working on her second.
Music is close to Kath's heart. Having seen Nirvana at the age of 18, she's been hooked on gigging ever since.
Nothing gives Kath more pleasure than cooking up a storm. From comfort food to fine dining, Kath's dinner parties are legendary.
Kath's love of the theatre started when she became vice-president of her high school drama society. She even considered pursing a career in acting!
  • Board
  • Exit
  • Operations
  • Progress
  • Recruitment

What Kath wants you to know

The Progress team couldn’t do without Kath! In her role, she identifies ways to help businesses in the financial planning profession improve, whether it be with a view to selling or wanting to make their businesses and teams better. Day-to-day, Kath identifies, builds and implements the services for our core propositions, and rolls these out to the businesses we work with.

Let’s cut to the chase

Been there, done that

Acquisitions experienced
Professional exams completed to achieve Chartered status
Years serving the Chartered Insurance Institute at a local level
Hours of guitar practice so far (and it's not working!)

Want to know a secret? Kath once sat next to Muhammad Ali on a flight from New York to Chicago.

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
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
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
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
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
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
Marketing Manager

Feeling nosy? See what
the rest of us can do

Say hello to our handpicked crew of experts who know a thing
or two about how a business lifecycle works.

  • 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

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
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