12 years +
IN FINANCIAL PLANNING M&A
100 +
DEALS AS CHAPTERS CAPITAL
£11bn +
AUM ACQUIRED
Retiring with peace of mind
You're worried about who will look after your clients when you retire, and you want a fair price for your business.
We run a structured sale that finds the right buyer and sees that your clients are properly looked after.
More time for your clients
You're tired of spending more time dealing with compliance and regulation than actually advising clients.
With a sell and stay deal, you can exit the business and continue advising your clients, without the regulatory burden.
Securing your future
You've worked hard to build a valuable business, and aren't ready to retire, but you don't want to wait too long to take money off the table.
Explore a partial exit, with support now and a clear route to a future sale.
Knowing your options
You keep wondering what your business is worth, what the selling involves, and when to start planning your exit.
We give you a clear view of the market, your valuation, and your options.
Why Chapters Capital?
Much of the financial planning profession is about listening. Clients trust advisers who take the time to understand what is important to them before helping them make significant decisions. Our approach to advising sellers is no different.
Selling a business is unfamiliar territory for most IFA owners. We strive to be a consistent, experienced partner to guide you through that process: understanding what matters to you, answering your questions as they arise, and matching you with the right acquirer.
"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,
10 St. Bride Street, London, EC4A 4AD
GEORGE CRITCHLEY,
TRUE BEARING CHARTERED FINANCIAL PLANNERS
Simon Bourke
Managing Director
About us
Simon Bourke founded Chapters Capital in 2019 having worked both as an intermediary and on the buy side in the wealth management sector. He is an Associate of the CISI and and holds the CISI Investment Advice Diploma.
Chapters Capital is a specialist UK business broker advising owners on the sale of IFA, financial planning and wealth management firms. Since 2019, the company has grown to a team of seven and completed more than 100 transactions across the UK.
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