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

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

01 September 2025

Business Effectiveness Review for financial firms

See your firm from a different perspective Most financial planning firms evolve…

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.…

Arrow icon

We're your
navigators!

Say 'elo

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

    How can we help?

    Melo
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.