Exeter (01392) 984364   •   Plymouth (01752) 936567   •   Taunton (01823) 765057   •   Bristol (01172) 872199

Portfolio Valuations

At Winfields we specialise in residential property portfolio valuations, market appraisals and consultancy services for companies, institutions and private individuals. We have worked with investment / pension funds, private equity, property companies, asset managers and private high net worth investors. Our reports are used for asset management, tax planning including Inheritance Tax / Probate, CGT, ATED.

Our Property Portfolio Valuations Summary
  • The property portfolio valuations are produced by our Chartered Surveyors and Registered Valuers.
  • If the properties can be inspected then it will involve a site visit, the property is measured and photographed.
  • Detailed research on comparable evidence (other properties of similar size, age and location) is undertaken using our comprehensive databases, historic data sources and tools to establish a valuation.
  • A detailed portflio valuation report is provided which complies with RICS international valuation standards and in a form consistent with HMRC/VOA expectations of such a report.
  • Post valuation support is provided by phone and email. When necessary we are well equipped to negotiate on your behalf.

We want to hear from you today…

Contact us at your nearest branch below!

Bristol Office

Henleaze Business Centre,
13 Harbury Road, Henleaze,
Bristol BS9 4PN
Tel: 01172 872199

Exeter Office

Alphinbrook court,
Exeter EX2 8QR
Tel: 01392 984364

Plymouth Office

24-26 George Place,
Plymouth PL1 3NY
Tel: 01752 936567


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