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IFA EXIT AND RETIREMENT PLANNING

Sell your IFA business and retire with confidence

Chapters Capital are a London-based specialist intermediary for IFA, financial planning, and wealth management firms. We help you prepare for a sale and identify a buyer that is right for you, your clients, and your team.

Image by Robert Stump

WHY CHAPTERS CAPITAL

Specialists in financial planning M&A

Focused exclusively on financial planning M&A

Since 2019, Chapters Capital has acted as a M&A business broker on more than 100 transactions across UK financial planning and wealth management.

Relationships with more than 100 buyers across the UK

Our network spans a wide range of acquirers across the UK, helping us identify the firms most likely to suit your objectives, culture, and client base.

A process built around the right outcome

We take time to understand what matters most to you, so any process we run reflects your plans for clients, staff, timing, structure, and life after your sale.

Why use a specialist intermediary?

With the range of options available in the market, it is easy to get drawn into a long selection process while balancing the day-to-day demands of running your business and looking after clients.

 

We understand that your time is valuable, so we will only recommend you speak to buyers who are compatible with your exit goals. 

Image by David Vincent

"Simon and Nancy at Chapters Capital took an informed approach to finding potential acquirers who would meet our brief, and as a result they saved us a lot of time with ‘quality’, rather than ‘quantity’ of meetings. 

When we found the right partner, they helped immensely in guiding us through the process to a successful conclusion."

Julian Palmer

Kingsbridge Wealth Management

Our process

Articles and resources

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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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