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Helping you find the right home for your clients

Chapters Capital is a leading business broker specialising exclusively in the sale of financial planning, wealth management and asset management firms. ​

The 7 members of the Chapters Capital team smiling, standing outside a large manor house on a sunny day, dressed smartly, with Simon Bourke, Managing Director standing in the middle.
Zac Walshaw, Analyst at Chapters, smiling, at a warm gathering, in an ornately decorated room.

Our process

​With over a decade of financial services M&A experience, we use our network and sector knowledge to introduce the right buyers for your business based on your priorities. Our aim is a smooth transition for your clients, team and operations, and a capital event that reflects the work you have put into your business.

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.

 Extensive knowledge of the industry

 

"Chapters Capital went to great lengths to understand the structure and focus of my business and my clients' needs and were able to introduce me to a range of potential acquirers who shared the same cultural values.

 

Throughout the process, they were always on hand to offer support and their extensive knowledge of the industry was key to the successful outcome that was ultimately achieved."​

— John Douglas, Cavendish Financial Strategies

Different from the 'others'

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“Simon is different from the ‘others’. There was no pre-determined script or solution. Instead, he sought to understand our business and what makes us tick. Simon is extremely competent and could not have been more helpful throughout the process. 

 

Quite simply, I wouldn’t recommend anyone else!”

— Duncan Forbes, Trident financial planning

Right from the start just understood our business

 

"Having gone through 10 firms in two years whilst trying to find the right one for our client bank, I was lucky enough to find Daniel and Chapters Capital. Right from the start he just understood our business and worked tirelessly to find a suitable buyer.

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Firm number 11 proved to be the one I signed with, and I am extremely grateful to Daniel for finally making my retirement a reality. Talk to him, you won’t be wasting your time."

— Phil Sheppard, Schaefer Financial Management 

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Sell and retire
 

Sell your financial planning firm to the right buyer, secure a deal that reflects the value of your business, and move into retirement confident in the firm and advisers taking on your clients.

Sell and retire
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Sell and stay
 

Sell your IFA, but become an employed adviser and continue advising your clients. Keep doing what you love without the regulatory burden of running a financial planning business.

Sell and stay
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Partnership programmes
 

Sell a minority stake in your IFA, retain ownership of your firm and agree a route towards a future full sale, with operational support from an acquiring partner.

Explore partners
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Pre-sale planning
 

Find out what your financial planning practice is worth, how buyers will assess it and what you can improve before going to market. 

Pre-sale planning

Featured case study

Kingsbridge Wealth Management acquired by CMS Wealth

After a tricky initial search for the right buyer, Julian Palmer and Wayne Collard found a firm that met every objective. Read the full case study for a closer look at how the transaction came together.

Our Values

Client focused

No two IFAs are the same, and we know how important it is that your clients end up in the right hands so we work to secure terms for the best outcome for your business.

Honest

We will always give you a realistic assessment of your options, including what your business could be worth and any challenges you might face. We won't make promises we can't keep.

Attentive

Whether you are only beginning to consider selling your business, or you're deep in due diligence, we will be there to answer your questions and queries every step of the way.

Efficient

By taking the time to properly understand your business, and using this as the basis for introductions, we help you avoid wasting time meeting the wrong acquirers..

Empathetic

Selling your business is an incredibly important decision. The last thing you want to feel is rushed or pressured through the process. We will always move at your pace. 

Reliable

With over 100 transactions under our belt, dozens of client testimonials, and more than 30 deals completed in 2026 alone, we have a proven track record of helping business owners achieve successful sales.

Start a free confidential conversation

Speak to a member of our team about the acquirers and deal structures available to you today.

Find out how much your business is worth

Gain insights into the market and buyer landscape

Understand the deal structures available to you

Discover what you need to prepare before you sell

Plan your next steps

Website design by Annabel Fox 

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