Providing educated answers to investment securities questions

Since 1995 Share Data has been providing a range of services for:

• Solicitors
• Executors
• Accountants/Financial Intermediaries
• Private Individuals

Solicitors, financial advisors, accountants and private individuals count on Share Data for its practical advice and fast turnaround of valuations. In addition, Share Data provides:

• Approachable, experienced and dedicated team.‬
• Investment securities services tailored to individual needs.‬
• Competitive prices.‬
• Delivery by email, phone, fax or post.‬
• Error and omission insurance to the value of £250,000.‬

Meet Share Data’s Team

Tracey Lucas-Saunders – General Manager

Tracey joined the team in September 2021.  Bringing with her many years of experience working in the housing sector, managing shared ownership sales, equity share purchases and probate cases. Trained in valuing shares, she is also a registered member of STAMP and is authorised to provide the Medallion Signature Guarantee stamp required for transferring or selling North American Assets. To find out how Tracey can help you, email her at traceylucas@sharedata.co.uk

Teresa Lowe –  North American Transfer & Sales Specialist

Teresa has worked at Share Data for over 15 years and has extensive experience in valuing and verifying shares including handling caseloads for the more investigative work. She is also registered to provide the Medallion Signature Guarantee stamp and specialises in transferring and selling North American assets. To find out how Teresa can help you, email her at teresa@sharedata.co.uk

Angela Coventry –  Sales and Transfer Specialist (UK Shares)

Angela started her career working in various solicitors practices, she is a well-established member of Share Data where she has worked for more than 20 years. Angela oversees this department, using her wealth of experience to provide clients with the reassurance that they are in good hands. To find out how Angela can help you, email her at angela@sharedata.co.uk

Claire Wilson – Sales and Transfer Assistant (UK Shares)

Claire worked in final salary pensions at an insurance company for 20 years and joined Share Data in 2018. Claire spent her first year producing share valuations and she is now assisting Angela with the sales and transfer of UK shares. To find out how Claire can help you, email her at claire@sharedata.co.uk

Pauline Brand – Share Valuer & Medallion Stamp Provider

Pauline’s career started in the insurance business before moving to the sports and leisure industry where she gained many years of administration and customer service experience. She joined Share Data in January 2020 as an administrator providing share valuations. Pauline is a registered member of STAMP and as such can provide the Medallion Signature Guarantee stamp that is required for transferring or selling North American Assets. To find out how Pauline can help you, email her at pauline@sharedata.co.uk. 

Val Beesley – Share Valuer & Medallion Stamp Provider

Val worked at Sun Alliance in the HR department before joining Share Data in 2010. She provides share valuations and is a registered member of STAMP and can therefore provide the Medallion Signature Guarantee stamp that is required for transferring or selling North American Assets. To find out how Val can help you, email her at Val@sharedata.co.uk

Have a question?

Obtain the independent advice and support you need to administer your investment securities quickly and efficiently, contact us.