Financial Assets Valuation: Pension Schemes, Life Insurance, Marketable Securities...


Stanley Fleming organises the valuation of all financial assets - pension schemes, bank accounts, marketable securities or life insurance policies - Stanley Fleming will call upon our Panel of Experts and present you with up to three valuers with the relevant experience. You simply review their credential and proposals, and nominate one.

We do the rest

To start the valuation process, all we need are some details on the financial assets.

  • Pension Scheme:
    		• Pension Provider' name, Address & Monthly/Annual income
  • Life Insurance Policy:
    		• Name of issuer, Policy amount
  • Bank Account:
    		• Name of the Bank, Address, Account type (current, deposit...) & Approximate Balance
  • Marketable Securities:
    		• Issuer & Description of the holdings (Type, volume of the holdings...)

    Once you have entered these details in our Case Management System, we take care of the valuation process, leaving you paperwork free.

    Tell us what needs to be done. We will do the rest.

    Realisation

    We assemble and collate all values, and organise the paperwork for all insurance policy and pension claims

    Our Valuers will assist you in maximising the value of the financial assets under your care.

    Other Assets to be valued?

    Stanley Fleming not only organises financial valuations but offers also expert valuation services for most other classes of assets which make up an estate.

    Please contact us for more information on our valuations of pension, bank accounts and any other financial assets or on our complete Estate Valuation and Management service.