Recent deals

These examples are a small selection of the 90+ deals we've completed for financial planning and wealth management firms. If you'd like to understand what a transaction could look like for you, get in touch or read more about our services.

Clifton Wealth Partnership Snaps Up Two Scotland-Based Advice Firms

Perspective Acquires Informed Financial Advice

Amber River Group acquires True Bearing

Ludlow Wealth Management Acquires Opus Wealth Management

Focus Financial's Connectus Acquires Trident Financial Planning

Perspective Acquires Primera Wealth Management

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

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

Considering your next Chapter?

Whether you are looking to sell now or at some point in the future, we would welcome the chance to have an exploratory conversation with you about your specific circumstances.

CONTACT OUR TEAM