12 years +
in financial planning M&A
100 +
Successful transactions
£11bn +
AUM acquired
Here for your next Chapter
As a financial adviser, you have spent your career understanding your clients' plans, hopes and aspirations, then putting the right structure in place to support them. When the time comes for your own exit and retirement, we believe it is only right that you receive the same consideration.
Why sellers choose Chapters Capital
Seller-led
We start by understanding what you want from a sale, what matters to your clients and where your red lines are. Only then do we think about which buyers might be right for your business.
Our network
Our relationships with 100+ acquirers mean market access without endless meetings. We build you a tailored shortlist, saving you time and keeping the process focused.
End-to-end support
From valuation and preparing for sale, through to buyer meetings, negotiations, due diligence and completion, we remain on hand to support you throughout the process.
Market expertise
We specialise exclusively in financial planning M&A. Our experience allows us to position your business effectively to buyers and negotiate the strongest possible offer.
"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
About us
Simon Bourke
Managing Director
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, we have grown to a team of seven and completed more than 100 transactions across the UK.
Insights and guides
How to choose an intermediary to sell your IFA business
Choosing a broker to sell your IFA? This guide covers what to look for, what to avoid and how the right...
Asset purchases vs share purchases: what is the difference?
Understand how asset and share sales differ on tax, liability, employee transfers, client continuity and...
How is your IFA client book valued? | 2026 UK seller guide
Based on 100+ transactions, see how IFA client books are valued in 2026, from current multiples and earn-outs to....
Latest M&A news
Frequently asked questions
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Speak to a member of our team about the acquirers and deal structures available to you today.
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Discover what you need to prepare before you sell
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