Melo

We work with ambitious financial planning firm owners in the UK, helping them to Build Better Businesses. Our Progress department works with firm owners to understand where they are now, where they want to be and agree a plan to get there. Whether you're looking to improve business efficiency and profitability, or lay the foundations to expedite growth, our team are here to support. Using the Melo PPPT framework, we can help you to define and build your target operating model. And of course one day everybody has to exit and that's where our Exits team can help. Working exclusively for our sellers, without any financial conflict or bias, we help firms to Exit Right; at the Right Time, in the Right way, securing the Right Deal. With over 130 years experience working in regulated firms, we've been in your shoes, and can't wait to support more of you to build, scale and exit the firms of your dreams.