At Melo, we work exclusively with financial planning firms to help them grow with purpose. We know the challenges you’re going through because we’ve been in your seat: giving advice, building teams, scaling financial planning businesses. Whether you want to streamline operations, energise your team, sharpen strategy or prepare for exit, we provide the tools, structure and support to make change happen. Our programmes combine an external perspective with practical know-how from working with hundreds of firms. The result isn’t just advice, but practical action and change you can feel, giving you confidence that your business is moving in the right direction.
Most leaders see the issues on the surface. A capacity gap, a slow process, or outdated technology. But the real blockers often sit deeper, hidden from view. That’s why so many firms try to fix the symptom, only to find the problems persist. We help you uncover what’s really holding you back and solve it at the root.
Curious how your firm stacks up? Use our free calculator to see where you stand and uncover opportunities to build a stronger business.
| Score Band | Turnover | Margin | Staff | Score |
|---|---|---|---|---|
| Excellent | £1M-5M | 35-38% | 5-15 | 27.5-29 |
| Solid | £1M-5M | 25-28% | 8-25 | 21-23 |
| Needs Work | £1M-5M | 17-20% | 12-40 | 14-16.5 |
| Urgent | £1M-5M | 8-12% | 15-50 | 6.5-10.5 |
Every firm is unique, but many have similar challenges and growth follows patterns. With Melo, your journey is structured, practical and designed to deliver lasting impact at every stage.
Your goals come first. We uncover your aims and your "why".
We give you a clear, "drains up" view of your business.
We'll work with you to close the gaps and build strong foundations for lasting growth.
We'll refine what works, cut what doesn't, and optimise every part of your business for profit and efficiency.
With strong systems in place, we'll help you grow confidently without extra stress or complexity.
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