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

News editor's view: Advice firm valuations - are we at the peak?

News editor's view: Advice firm valuations - are we at the peak?

The news editor's Friday Night Takeaway from 6 February

Isabel Baxter
clock 06 February 2026 • 3 min read
Majority of advisers confident on increasing profits amid 'challenging year'

Majority of advisers confident on increasing profits amid 'challenging year'

Latest SOTAN report says 78% predict higher profits in 2026

Jenna Brown
clock 04 February 2026 • 3 min read
Preparing to sell an advisory business and planning for what comes after

Preparing to sell an advisory business and planning for what comes after

'In short, do not rush into a process until you have your proverbial ducks in a row'

Roderic Rennison
clock 03 February 2026 • 5 min read