10 years +
IN FINANCIAL PLANNING M&A
80 +
DEALS AS CHAPTERS CAPITAL
£10bn +
AUM ACQUIRED
Financial planning & IFA M&A specialists
Whether you are selling an IFA, wealth management business, or financial planning firm, 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 main objective is to find the best outcome for you, your clients, and your team. We bring sector-specific experience in IFA acquisitions and financial planning business sales, with 10+ years' experience in financial planning M&A and over 80 IFA firm sales completed across the UK since 2019.
Who we work with
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Financial Planning businesses
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Wealth Management firms
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Asset Management firms
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Independent financial advisory firms (IFAs)
Looking to retire
Looking to sell and stay
Looking to sell and go
Looking to find a partner for growth
Looking to de-risk
Looking to offset regulatory and compliance pressures
Owners of:
Common objectives
Our Services
We truly understand that selling your financial planning business is one of the most important decisions you’ll make.
As the UK's leading financial services M&A intermediary, we are well placed to guide you through your business sale with our tried and tested process that is designed to get the best outcome for your clients, your staff, and for you.
We help you to understand how much your financial planning business is worth, the best ways to de-risk, and how to maximise your business value.
What our clients say...
"The space for those looking to advise on IFA business sales is very crowded. Having tested the market, we were exceptionally lucky to come across Chapters Capital. Simon and Nancy clearly know the market exceptionally well.
Whilst the sale process is a challenge Simon and Nancy made our journey a lot easier. I would highly recommend that they be considered by anyone looking at their position."
NEIL DONNELLY, DIRECTOR AT PRIMERA WEALTH MANAGEMENT
