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Text about Chapters Capital over an image of london - a London M&A broker for owners of financial services businesses planning retirement

Here for your next Chapter...

Specialist M&A broker in London helping owners of IFAs, financial planning and wealth management firms across the UK sell their businesses.

10 years +

IN FINANCIAL PLANNING M&A

90 +

DEALS AS CHAPTERS CAPITAL

£10bn +

AUM ACQUIRED

Sell your financial planning firm with confidence

Exiting your business is one of the most significant decisions you'll make in your career. We put you, the seller, at the centre of everything we do. 

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Who we work with

Owners of:

  • Financial planning firms

  • Wealth Management firms

  • Asset Management firms

  • Independent financial advisory firms (IFAs)

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Our services

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Sell your financial planning firm and retire

A structured sale process that supports a full exit, with clients properly looked after.

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Prepare to sell your advice firm

Work with us 1-3 years ahead of a sale to get market ready.

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Succession deals for advice firms

Find the right buyer so your team can stay on whilst you realise value from your business.

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Raise capital for growth

Bring in a supportive capital partner for growth, without a full exit.

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Hear from our clients

Read postcards from our past clients.

"Simon assisted us with sale of our financial advisory business. The business was valued at 8 figures. He was immensely patient - negotiations took several months as we owned several interlinked firms. He has a real eye for detail. Clarifying and answering hundreds of questions. Best of all he is a thoroughly decent and caring chap.


I would recommend Chapters Capital to any serious minded seller or buyer of IFA businesses."

TO:

CHAPTERS CAPITAL,

CHANCERY HOUSE,

53-64 CHANCERY LANE,

WC2A 1QS

GEORGE CRITCHLEY,

TRUE BEARING CHARTERED FINANCIAL PLANNERS

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Recent Deals

Browse a selection of IFA acquisitions & financial services business sales brokered by Chapters Capital.

Clifton Wealth Partnership Snaps Up Two Scotland-Based Advice Firms

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Clifton Wealth Partnership Snaps Up Two Scotland-Based Advice Firms

Amber River Group acquires True Bearing

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Amber River Group acquires True Bearing

Focus Financial's Connectus Acquires Trident Financial Planning

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Focus Financial's Connectus Acquires Trident Financial Planning

Latest News & Insights

Whether you want to learn more about the difference between an asset purchase and a share purchase, or you just want to stay up to date on the latest industry news and acquisitions, you’ll find our latest articles below.

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Make an enquiry

What is your role?

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Considering your next Chapter?

Whether you are looking to sell your financial planning firm now or at some point in the future, we would welcome the chance to have a conversation with you about your specific circumstances.

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