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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From snagging top talent, to amplifying progress and mastering the arts of exits –
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Progress

08 August 2025

Why small issues create policy change in financial planning

At Melo, we’ve seen it more times than we can count: Something…

Exit

08 August 2025

3 ways firm owners sabotage their business exit

The deal is done. Contract signed. Champagne popped. But the integration phase,…

News

04 August 2025

What the FCA data request is really revealing about your firm

We’re around the halfway mark for the FCA’s latest data request. Some…

Exit

04 August 2025

Selling and running a financial planning business

There’s no way around it. Selling a business is hard work, and…

Progress

04 August 2025

Five smarter ways to free up financial planner capacity

Your employed advisers are most probably all saying the same thing: “I’m…

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