Selling an IFA, wealth management, or financial planning business?

Chapters Capital is a leading M&A intermediary specialising exclusively in the sale of financial planning, wealth management, and asset management firms.

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

Partnership programmes

Explore a partial exit or strategic partnership, with support now and a clear route to a future full sale.

Explore partners

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