OVER THE YEARS, WE'VE FACILITATED TRANSACTIONS THAT WE ARE PROUD OF.
At Chapters, we work with businesses of all sizes and we are 100% independent. From individual adviser firms, up to national and international organisations, our efforts and results in securing successful transactions for sellers are consistent.
We specialise in financial services only, therefore understand the nuances and complexities that come with selling a financial planning firm.
We are proud to have played a small part in the next chapter of the businesses we have represented.
DEALS COMPLETED
Southeast
0.788
0.700
25
Turnover
Recurring income
£'000
11/2022
FUM
100
Yorkshire
0.120
0.150
22
Turnover
Recurring income
£'000
09/2022
FUM
20
Southeast
0.800
0.775
19
Turnover
Recurring income
£'000
06/2022
FUM
200
Southeast
0.800
0.600
24
Turnover
Recurring income
£'000
10/2022
FUM
150
Southwest
0.250
0.209
21
Turnover
Recurring income
£'000
08/2022
FUM
44
Southeast
0.400
0.415
18
Turnover
Recurring income
£'000
05/2022
FUM
126
Midlands
0.330
0.190
23
Turnover
Recurring income
£'000
10/2022
FUM
30
Southwest
0.800
0.656
20
Turnover
Recurring income
£'000
06/2022
FUM
91
Southeast
0.070
0.060
17
Turnover
Recurring income
£'000
10/2021
FUM
20
"Chapters Capital assisted us with sale of our financial advisory business, completing in March 2021.
I would recommend Chapters Capital to any serious minded seller or buyer of IFA businesses."
George Critchley, Chairman at True Bearing Chartered Financial Planners