Share valuations

Our fast and efficient share valuation service offers valuation and verification within 48 hours, providing a written report displaying all the necessary information, such as dividend schedules.We can further assist you by arranging the sale or transfer of the shares.

We are known for the reliability of our service. Many clients use us time and again for all their probate valuations. You will find us very competitive on price compared to stockbrokers and we are happy to help no matter how small the shareholding.

Our share vaulation service is also used by wealth management companies and Independent Financial Advisors managing client portfolios.

The valuation service
UK quoted stocks and shares - £5 per holding (£80 minimum fee)

Overseas quoted stocks and shares - £10 per holding (£80 minimum fee)

The verification & valuation service
If you are unsure whether the stock still forms part of the estate, we can verify the holding for you:

UK quoted stocks and shares - £10 per holding (£80 minimum fee)

Sales or transfer service
Sale or transfer of UK stocks and shares - our fee is £160 per holding
For the sale and transfer of overseas stocks and shares, please see our Overseas Assets service.

All prices exclude VAT and disbursements. We accept payment by cheque, debit or credit card.

If you would like us to value a large portfolio of holdings, we are happy to provide a fixed price estimate at the outset.

To find out more or for an initial discussion of your requirements, telephone our Asset Valuation & Transfer team on 0345 87 27 600 or fill out the enquiry form here.
 

Get in touch

Call our team now for a no obligation discussion and quote on 0345 87 27 600

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