Providing educated answers to investment securities questions
Since 1995 Share Data has been providing a range of services for:
- 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
Orlanda Carroll – General Manager
Orlanda joined the team in August 2022. She’s well equipped with robust communication, interpersonal, and problem-solving skills and an aptitude to motivate diverse teams and collaborate with cross-functional departments. In addition, she brings many years of experience working in insurance, managing and streamlining office operations.
To find out how Orlanda can help you, email her at email@example.com
Jerry joined the team in September 2022. He has a broad range of experience, having previously worked in Sales, Marketing, and Product Management functions across a wide range of industries. To find out how Jerry can help you, email him at firstname.lastname@example.org
Claire Wilson – Sales and Transfer Senior Executive (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 email@example.com
Pauline Brand – Share Valuer & Medallion Stamp Executive
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 firstname.lastname@example.org.
Val Beesley – Share Valuer & Medallion Stamp Executive
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
Lynne Snell – UK Sales/Transfers & Finance Executive
Lynne joined the team in September 2022. She has a broad range of experience in the leisure industry. To find out how Lynne can help you, email her at email@example.com
Have a question?
Obtain the independent advice and support you need to administer your investment securities quickly and efficiently, contact us.
CONTACT SHARE DATA FOR COMPREHENSIVE, PRACTICAL PROBATE SERVICES FOR EXECUTORS & PROFESSIONAL ADVISORS
Save time and money by taking advantage of a team highly experienced in handling the extensive paperwork associated with deceased’s estates.
For practical help and advice in:
- Obtaining probate/SIPP share valuations
- The sale and transfer of shares
- Medallion Signature Guarantee Stamps
And much more. Contact our friendly team. We would be delighted to hear from you.
|1A South Street
|Tel: +44 (0) 1403 271170|
Company Resistered in England & Wales no. 3004064
Registered for VAT no. 644 4786 10
Registered Address: 5 Highgate Road, London NW5 1JY
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