Melo is hosting a Melo Exit Session on 23 September featuring Victoria Hicks and Rebecca Timmins.

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In many financial planning firms, some of the most important succession conversations are still waiting to happen. The firm owner may have one view of how the handover w…

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About Melo

Melo works with ambitious financial planning firms and IFA owners to build scalable, saleable businesses. Then, when the time is right, you can exit without shame, whilst completely maximising the value of your business. 🛠️Ready to scale-up? 💅🏼Perhaps you might need a quick glow up before selling? 👋Or you know you want to sell in the next 12-18 months? No matter what part of your own journey you are on, we’ve got your back. How? Because most of us in Melo have successfully grown and sold our own financial advice businesses. In fact, our clients tell us there is no one else in financial services, better qualified to scale-up or sell a financial advice business. With over 150 🤯 combined years of experience running regulated firms, we've been in your shoes. Most importantly we have been successful at it too. If you are ready to roll up your sleeves…stalk us, scrutinize us, read our reviews, because whether you’re growing or going you have earnt the right to work only with the best 💎. And if you like what you see, jump in the cue! © 2025 Melo Advisory Services Limited. All rights reserved. Content created by Melo Advisory Services Limited is protected by copyright. Third-party materials, if included on our posts, remain the property of their respective owners.

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