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OVER THE YEARS, WE'VE FACILITATED TRANSACTIONS THAT WE ARE PROUD OF.

At Chapters, we work with businesses of all sizes and we are 100% independent. From individual adviser firms, up to national and international organisations, our efforts and results in securing successful transactions for sellers are consistent. 

We specialise in financial services only, therefore understand the nuances and complexities that come with selling a financial planning firm.

We are proud to have played a small part in the next chapter of the businesses we have represented.

DEALS COMPLETED

 

Southeast

1.100

0.950

44

Turnover

Recurring income

£'000

FUM

110

Southeast

0.700

0.600

41

Turnover

Recurring income

£'000

FUM

110

Southeast

0.400

0.330

38

Turnover

Recurring income

£'000

FUM

60

Southeast

0.780

0.450

43

Turnover

Recurring income

£'000

FUM

80

East

6.000

5.000

40

Turnover

Recurring income

£'000

FUM

700

Southeast

0.100

0.080

37

Turnover

Recurring income

£'000

FUM

10

Southeast

1.600

1.050

42

Turnover

Recurring income

£'000

FUM

250

Southwest

0.500

0.454

39

Turnover

Recurring income

£'000

FUM

95

Northwest

0.200

0.172

36

Turnover

Recurring income

£'000

FUM

25

"Chapters Capital assisted us with sale of our financial advisory business, completing in March 2021.

 

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

george-critchley-true-bearing-sq.jpg

George Critchley, Chairman at True Bearing Chartered Financial Planners

WHAT OUR CLIENTS SAY...

 

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