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Recent deals

These examples are a small selection of the 80+ 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.

Amber River Group acquires True Bearing

Amber River Group acquires True Bearing

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Ludlow Wealth Management Acquires Opus Wealth Management

Ludlow Wealth Management Acquires Opus Wealth Management

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Focus Financial's Connectus Acquires Trident Financial Planning

Focus Financial's Connectus Acquires Trident Financial Planning

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Perspective Acquires Primera Wealth Management

Perspective Acquires Primera Wealth Management

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Perspective Acquires Informed Financial Advice

Perspective Acquires Informed Financial Advice

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Finura Acquires Tenacity Wealth Management

Finura Acquires Tenacity Wealth Management

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Hear from our clients

Read postcards from our past clients.

"I can't thank Nancy at Chapters Capital enough for helping us secure the sale of our IFA business.

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Nancy understood what we wanted for our clients and found us the perfect match so they will be well looked after for many years to come. The process was simple and well managed from start to finish. I have no hesitation in recommending their services."  

TO:

CHAPTERS CAPITAL,

CHANCERY HOUSE,

53-64 CHANCERY LANE,

WC2A 1QS

CAMERON WALDRON,

NEW ENGLAND FINANCIAL SOLUTIONS

Image by Alicja Ziajowska

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.

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