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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.

BOOK A FREE CONSULTATION

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.

ABOUT US

Ready for your next chapter?

We support owners of IFAs, wealth management, asset management, and financial planning firms through exits, succession planning and growth.

Our services

Prepare to sell your advice firm

Get a clear view of the market, your options, how much your business is worth, and more.

Prepare for exit

Sell your financial planning firm and retire

A structured sale process that supports a full exit, with clients properly looked after.

Sell and retire

Succession deals for advice firms

Find the right buyer so your team can stay on whilst you realise value from your business.

Plan succession

Raise capital for growth

Bring in a supportive capital partner for growth, without a full exit.

Raise capital

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

Recent Deals

Browse a selection of the 90+ transactions Chapters Capital have brokered.

BRI Wealth Management acquires West Midlands Wealth Management

Clifton Wealth Partnership Snaps Up Two Scotland-Based Advice Firms

Amber River Group acquires True Bearing

VIEW ALL DEALS

Latest insights & guides

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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SELLING A FINANCIAL ADVICE FIRM

How long does it take to sell a financial planning firm? UK

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VIEW ALL INSIGHTS

Your news

INDUSTRY NEWS

23 Mar 2026

Absolute Financial Group acquires Devon-based HR Independent Financial Services

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INDUSTRY NEWS

19 Mar 2026

B.P. Marsh Backs Nine Edge Wealth in Edinburgh IFA Acquisition

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INDUSTRY NEWS

18 Mar 2026

BRI Wealth Management acquires West Midlands Wealth Management, adding £50m of client assets

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INDUSTRY NEWS

16 Mar 2026

Liontrust to Acquire River Global's Asset Management Arm in £9.7m All-Share Deal

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VIEW ALL NEWS

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. Sign up for free.

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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.

CONTACT OUR TEAM