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
My experience of working with Brian & Vicki has been both a pleasure on a personal basis and on a business note they have provided me with a first class professional service throughout leading to the sale of my business. Would encourage anyone in the same position to use their services you won't be disappointed.
Adrian Hill
Really enjoyed the course and couldn’t think of anyone with more passion to (run) them.
Financial adviser
Lynn Street
Completing the course have given me a lot more self-confidence.....pushing (me) beyond my confort zone.
Financial adviser
Robert Wilkinson
It was amazing! So motivational.....I'm absolutely buzzing!
Financial adviser
Ameeta Bhayani
Brian's contacts and experience were invaluable when we made the decision to sell our IFA practice. He got us meetings with a variety of different potential buyers, and also helped us to source a specialist solicitor. I'm sure it is theoretically possible to sell a business without professional help, but if you want it to be done quickly and to feel like you have selected the right buyer, I think that good advice is essential.
Gary Lee
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
Having recently gone through the Exit experience with Brian, I can't recommend him enough. I had never sold a company before, so it was a whole new experience, but Brian was there every step of the way, making sure everything went smoothly, and I understood what was happening. He made sure that we got the best possible deal and even after accepting an offer, Brian was there holding my hand, chasing solicitors, getting updates. If you're thinking of selling your business, you need a Brian in your life, it's never going to be smooth sailing all the way through, but it's a heck of a lot smoother with him by your side. Thank you for everything that you did!
Julie Hunt
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
Brian's enthusiasm and knowledge are unmatched for financial advice firms or wealth managers looking to retire or consider an exit strategy. I would have no hesitation in recommending them to any business owner who wishes to consider their future plans.
Anthony R
Best in the business. Vicki and Brian are 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

From snagging top talent, to amplifying progress and mastering the arts of exits –
it’s all here in the blog.

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Leaders are readers: 4 inspiring book recommendations from Victoria Hicks

Every single member of the Melo board is a former business owner.…


When is the right time to exit your financial planning business?

Running a business takes passion and drive, not to mention a lot…


How goal-based planning can turbo charge your financial planning business

The most successful people in life rarely get there by chance. They…


Embrace leadership coaching to enhance your team’s true talent

While a few lucky individuals may have a natural ability to lead,…


Meet Ben Wright, Chief Innovation Officer & Director of Progress

Ben knows first-hand the challenges and rewards of working as a financial…

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