Dealing with private equity 'like getting into bed with a gorilla'

Advice firm CEOs discuss key topics

Tom Ellis
clock • 1 min read

Private equity, use of technology in financial advice and the business of financial advice were just a few of the important topics adviser firm CEOs Keith Churchouse and Tim Sargisson addressed during an interview at PA360.

Talking about private equity, Sandringham Financial Partners CEO Tim Sargisson referred to dealing with private equity as akin to "getting into bed with a gorilla". The comments come after a number of recent, high profile private equity takeovers in the advice space, including the likes of True Potential, Ascot Lloyd and Progeny. You can watch the full interview with Sargisson and Chapters Financial CEO Keith Churchouse, who were in conversation with PA editor Tom Ellis, on the embedded YouTube player below.   

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Advice M&A: Why integration needs a day-one plan

Advice M&A: Why integration needs a day-one plan

'Clients need to be brought along on the journey'

Kieran Harkin
clock 26 June 2026 • 4 min read
Out with the 'lucky dip' and in with interrogatable evidence

Out with the 'lucky dip' and in with interrogatable evidence

Four distinct operating models shaping acquisition strategies have emerged

Emma Napier
clock 23 June 2026 • 4 min read
A back bedroom startup to £110m AUM: One adviser's journey of self-belief

A back bedroom startup to £110m AUM: One adviser's journey of self-belief

How Allie Baglow built Allison’s Financial Planning

Isabel Baxter
clock 18 June 2026 • 7 min read