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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. 

Our services

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 the 90+ transactions Chapters Capital have brokered.

Clifton Wealth Partnership Snaps Up Two Scotland-Based Advice Firms

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Amber River Group acquires True Bearing

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Focus Financial's Connectus Acquires Trident Financial Planning

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Latest insights & guides

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SELLING A FINANCIAL ADVICE FIRM

Asset purchases vs share purchases: what is the difference? UK (2026)

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SELLING A FINANCIAL ADVICE FIRM

Step-by-step guide to preparing to sell your IFA 

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Your news

INDUSTRY NEWS

19 Feb 2026

Amber River agrees sale to Stone Point Capital

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INDUSTRY NEWS

17 Feb 2026

Chesnara agrees €110m deal to acquire Scottish Widows Europe

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INDUSTRY NEWS

10 Feb 2026

NatWest Acquires Evelyn Partners for £2.7bn: What It Means for IFA Owners

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INDUSTRY NEWS

5 Feb 2026

Benchmark Capital acquires two AR advice firms adding £450m

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Stay up to date with The Foreword

The Foreword is our fortnightly newsletter covering M&A activity in the financial advice sector.

 

Every other Friday, we round up the deals, consolidators, and market developments shaping the sector, so you have a clear picture of where M&A activity is heading.

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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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