Client Area

Thinking of selling your business?

We can support you with navigating the journey ahead.
Download our Practice Buyout Guide

Let’s start with you

We understand that selling your business is not just a transaction; it’s a significant decision that involves your life's work and the trust of your clients.

As you’re unlikely to have done this before, it’s natural that you may not know what to expect from the process or the key decisions you’ll need to make along the way.

We’re here to help. As a growing advice business, we’re keen to speak with you and discuss whether we could be a good partner for your business.
Contact us in Confidence

A bit about us

Based in the City of London, Ablestoke is a forward-thinking wealth management company dedicated to helping people secure their financial futures. Our team combines deep industry expertise with a client-first approach, delivering tailored advice, investment solutions, and long-term planning. Together, we bring decades of experience across finance, technology, and customer care to make wealth management accessible, transparent, and impactful.
Find out more

Our partnership with Quilter

We are part of Quilter Financial Planning, one of the largest financial planning networks in the UK. We have recently chosen to work more closely with Quilter by becoming a Quilter partner. This new partnership status is built on a shared aspiration of growth and building client trust in quality financial advice.

Why we are the right partner for your business sale

Here are four key reasons to partner with us for your business sale:
We offer a seamless transition process tailored to your specific needs that respects your achievements and recognises the value of what you have created.
Our expertise in the industry, and backing from Quilter, ensures that your clients will continue to receive the high standard of service they have come to expect, and you can rest assured knowing that your business is in capable and dedicated hands.
Our tailored approach means that we work closely with you to agree the roadmap ahead and take the steps required to ensure a smooth transition.
We are committed to preserving the relationships you have built with your clients and maintaining the integrity of your business. Our mission is to provide continuity and growth opportunities, ensuring a smooth transition that benefits both you and your clients. 

What to expect at each stage

Stage 1

Qualification
Information exchange stage – where we both learn more about each other’s businesses.

Stage 2

Valuation
Following the initial information gathering, we provide you with an indicative valuation based on the value and nature of assets under advice and discuss the structure of the deal.

Stage 3

Non-binding offer
We will provide you with a non-binding offer (NBO), which will set out the proposed terms under which we will acquire your assets or shares.

Stage 4

Due diligence
Our due diligence process will consist of two phases. The first is focused on regulatory compliance, followed by commercial due diligence.

Stage 5

Contracts
When the due diligence is complete, we’ll issue you with a draft purchase agreement.

Stage 6

Completion
We will complete on a mutually agreed date, and funding is released at this point – which may be an initial consideration as per the agreed terms.

Stage 7

Integration
Our primary focus will be to ensure a smooth transition for your clients. This will include client communications. Data transfer and novations are implemented.

Stage 8

Post completion
These are obligations for us to complete to ensure integration is successful, and to monitor client retention, which could impact any deferred payments to you.
Ablestoke is a trading style of Ablestoke Financial Planning LLP, an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

Registered Address

Admirals Offices Main Gate Road,

The Historic Dockyard,

Chatham, Kent,

ME4 4TZ
Registered in England and Wales
Disclaimer: Some employee benefits & auto enrolment are not regulated by the Financial Conduct Authority’
Registered in England and Wales. Registered number: OC367708
Disclaimers: 
Some employee benefits, cash on deposit advice, auto enrolment, tax planning, inheritance tax planning, will writing, powers of attorney, trusts & estate planning are not regulated by the Financial Conduct Authority Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK