Share Data > Valuation Services
Valuation Services

Save time and money obtaining fast and accurate shares valuations.

Share Data has considerable experience in investment securities valuations.  We provide high-quality portfolio, SIPP and probate valuations for a full range of securities.

Our Valuation Services Suite has been designed to fulfil the needs of our different clients who rely upon our prompt and comprehensive valuations.

Obtain detailed valuations of stocks, shares and funds covering both UK and foreign holdings for the purpose of:


Use the share valuation service for:

  • Comprehensive formal portfolio valuations.
  • Advice about historic share prices.


Be confident in the knowledge that all share valuation services:

  • Are guided by best practices.
  • Are HMRC compliant.
  • Use data sources specified by the Capital Tax Office.


Valuations can be provided for any date and include (where appropriate):

  • Accrued Interest.
  • Dividends.
  • Exchange Rate Data.


You will be provided with market prices for all investment securities including:


  • Equities.
  • Corporate Bonds.
  • AIM-listed companies.
  • OEICS & Unit Trusts.
  • ISDX (Icap Securities and Derivatives Exchange).
  • Gilts & Corporation Stocks.
  • Investment Trusts.
  • Overseas Equities & Government Issues.

Join the list of over 1000 law firms, executors, administrators, and private individuals who rely on Share Data to provide Share Valuation services that are:

  • Fair.
  • Prompt.
  • Comprehensive.

Submit a valuation request here or if you prefer phone, write or visit us in person.

For more information on Share Valuation Services, please contact us.

See our Price List here.

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16th August 2019

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23rd August 2018

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8th November 2019

Slide Thank you for processing our Medallion Guarantee and for all of your assistance leading up to it. Share Data have a great service. Walker Crips Investment Management

6th August 2020

Slide I wish everyone was as quick and easy to deal with as you have been. It is truly a pleasure and a great contrast to most other financial service companies in Canada and New Zealand that I have dealt with in the past. Private Individual

26th November 2019