top of page
Text about Chapters Capital over an image of london - a London M&A broker for owners of financial services businesses planning retirement

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.

10 years +

IN FINANCIAL PLANNING M&A

80 +

DEALS AS CHAPTERS CAPITAL

£10bn +

AUM ACQUIRED

Financial planning & IFA M&A specialists

Whether you are selling an IFA, wealth management business, or financial planning firm, 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. 

nsplsh_6877a01a8e234d26acb1cee6d68b650c~mv2-2.jpg

Who we work with

Owners of:

  • Financial planning firms

  • Wealth Management firms

  • Asset Management firms

  • Independent financial advisory firms (IFAs)

​​

Our services

nsplsh_13549997afb844f8a5487da3f647be42~mv2-2.jpg

Sell your financial planning firm and retire

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

.
Image by Jan Kahánek-2.jpg

Prepare to sell your advice firm

Work with us 1-3 years ahead of a sale to get market ready.

.
Handshake Over Contract-2.jpg

Succession deals for advice firms

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

.
Image by Tanja Tepavac-2.jpg

Raise capital for growth

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

.

What our clients say...

​"The space for those looking to advise on IFA business sales is very crowded. Having tested the market, we were exceptionally lucky to come across Chapters Capital. Simon and Nancy clearly know the market exceptionally well.

 

Whilst the sale process is a challenge Simon and Nancy made our journey a lot easier. I would highly recommend that they be considered by anyone looking at their position."

NEIL DONNELLY, DIRECTOR AT PRIMERA WEALTH MANAGEMENT

Recent Deals

Browse a selection of IFA acquisitions & financial services business sales brokered by Chapters Capital.

Amber River Group acquires True Bearing

.
Amber River Group acquires True Bearing

Focus Financial's Connectus Acquires Trident Financial Planning

.
Focus Financial's Connectus Acquires Trident Financial Planning

Perspective Acquires Informed Financial Advice

.
Perspective Acquires Informed Financial Advice
Text about a London M&A broker specialising in financial services businesses over an image of London

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.

bottom of page