Recent deals

Explore a selection of the 100+ deals we have advised on for financial planning and wealth management firms.

MKC Wealth Completes Six Acquisitions, Adding £275m AUA

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Finli Group Acquires JSP Financial Services

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Two London IFAs sell to Bowmore bringing AUA to £650m

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Absolute Financial Group acquires three independent advice firms

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Clifton Wealth Partnership Acquires Dukes IFA

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Absolute Financial Group acquires HR Independent Financial Services

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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.

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Read the full story

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."

GEORGE CRITCHLEY,

TRUE BEARING CHARTERED FINANCIAL PLANNERS

TO:

Chapters Capital,

10 St. Bride Street, London, EC4A 4AD

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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.

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