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Hear from our clients

Read postcards from our past clients.

"Simon was involved in the sale of Watterson Financial Planning Ltd which concluded earlier this year. As well as being a highly personable, approachable and professional individual, it was his detailed knowledge of financial services that I found so invaluable.

 

Selling a Wealth Management/IFA business can be a complicated process but I found it was made so much easier by taking advice from Simon, who understood and specialised in this particular marketplace."

TO:

CHAPTERS CAPITAL,

CHANCERY HOUSE,

53-64 CHANCERY LANE,

WC2A 1QS

GEORGE WATTERSON,

WATTERSON FINANCIAL PLANNING

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Featured case study

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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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