The valuation of property stands at the heart of all property decision making; hence it is a core part of our practice. Carter Jonas has a comprehensive network of over 100 RICS Registered valuers across the country to advise our clients.
Our valuation teams provide specialist advice in their fields and a balanced, market led approach, aided by up to date market knowledge from our agents and extensive market contacts.
We also have experts in all the main asset classes of residential, retail, industrial, office and rural property. In addition, we are market leaders in many specialist areas including affordable housing, civic, education, leisure, medical, strategic land and student accommodation. Our national network of offices ensure we can offer our clients a national service with local knowledge.
We have a dedicated team of valuers who specialise in the valuation of affordable housing tenures. The team has experience of acting for most of the G15 group of large registered providers, including the provision of expert witness advice. We can also provide Affordable Housing Statements to support planning applications.
To find out more about affordable housing valuation, click here.
We provide Asset Valuations for audit purposes across a broad spectrum of properties to both private and public sector clients. Our team understand the often complex statutory frameworks that apply.
Carter Jonas has a long history of helping charities make the best use of their property. Section 36 of the Charities Act 1993 places an obligation on the trustees of a charity to ‘obtain and consider a written report from a chartered surveyor’ when they want to dispose of land or property.
Such a report is known as a Section 119 Report and differs from valuations for loan, security or other purposes. It requires the surveyor to stand back, maintaining independence and objectivity, so as to be able to advise the charity on whether it is in their best interest to alter the property or make adaptions before sale, or whether the land or buildings be divided up, to achieve optimum value. We are very experienced in providing valuations in accordance with the provisions of the Act and working with a charity’s legal advisers to provide the support and advice needed in seeking charity commissioners’ approval, where required.
Carter Jonas has a number of specialists in this increasingly demanding sphere of valuation and viability work supported by the firm’s extensive dedicated planning, development and strategic land, professional and agency teams, who operate on a national basis.
The extension of the lease of a flat or the acquisition of the freehold of a house or block of flats requires a highly specialised assessment of the property value and an in-depth knowledge of leasehold legislation. Carter Jonas is an award winning recognised market leader in this discipline with respected dedicated teams.
Our core team are experienced expert witnesses whether appointed by one of the parties or as a single joint expert. Our experts provide valuation evidence for litigation purposes, professional negligence claims, matrimonial and partnership disputes, taxation matters, leasehold enfranchisement, rent reviews and lease renewals. A number of our team also act as arbitrators, independent experts and mediators.
Carter Jonas is a panel valuation partner for many of the UK’s leading banks and financial organisations. We provide valuation reports on a wide range of property assets including portfolios, against which loans are secured.
In addition to our core commercial, rural, residential and development offer we have expertise in a number of trading related aspects and other specialist areas. Examples include healthcare, education, private rented sector, student accommodation, serviced offices, markets, fisheries, equestrian, renewables, caravan parks and hotels.
Carter Jonas is highly experienced in producing valuations for tax purposes. Beyond the assured accuracy of the valuation itself, we understand the laws surrounding the taxation process and are accustomed to working with other tax professionals.
Three career highlights:
• Valuation of Green Property Company for acquisition purposes
• Valuation of Camden Markets Portfolio for loan Security purposes
• Acting as LPA Receiver on £400m property company prior to its sale
Bruce’s experience covers over 27 years with UK national surveying practice GVA Bilfinger and ‘top 4’ accountancy firm Deloitte, working closely with Business Valuations, Business Transactional Services, Business Restructuring, Corporate, Forensic Services, Audit and Tax.
Peter is a partner in our commercial team and is based in our Leeds office.
Dan is a Partner based in York, who specialises in general rural professional work for a variety of clients, carrying out professional valuations for all purposes, the sale of all types of rural property & land and dealing with compensation claims. He is also an agent for the Agricultural Mortgage Corporation (AMC), providing advice on farm finance throughout Yorkshire and the North. Dan is a RICS registered Valuer. Dan enjoys virtually all sports, but especially squash, golf, an occasional run, and snowboarding. He also enjoys travel and country life.
Morgan qualified as a Rural Land Agent in the South East of England before joining Carter Jonas in the North West in February 2012. He is responsible for the daily management of various landed estates and smaller private clients in Cumbria and Lancashire. In addition to Estate Management work, Morgan is a RICS Registered Valuer responsible for a range of agricultural and commercial valuations for private clients including valuations for secured lending, tax planning and for sale and acquisition of property. Morgan is an appointed AMC agent and completes applications for a number of private clients who require finance for their farming and rural businesses.
Richard is a partner and heads the firm’s Valuation Team. He acts for private clients, companies, solicitors, charities, housing associations and banks in property matters mainly relating to residential and development property from flats to large country estates and development land in central southern England. He prepares valuation and survey reports and has particular experience in acting as an expert witness in litigation matters and has given evidence in court and at the lands tribunal on several occasions. His experience also includes advising on restrictive covenants and leasehold extension and enfranchisement. Richard is a keen cyclist and enjoys the countryside.
Three career highlights
Negotiation of leases surrenders to create large town centre site, advising on redevelopment and letting to single occupier; valuation of substantial, mixed use, 58 tenancy portfolio; Chairman Southampton Property Association (1995 and 1996)
Peter is attached to the Commercial Division based in the Oxford valuation hub office, working principally throughout the Oxfordshire and Thames Valley region. His professional specialism is valuation, lease advisory and strategic asset management and he is partner responsible for the Oxford commercial valuation team. He provides valuation advice on retail, office, industrial and residential property and development sites to a wide range of clients including: banks and lending institutions; local authorities; property companies and private clients. Peter is an RICS Registered Valuer and an RICS Assessment of Professional Competence Assessor and Chairman. He currently acts as counsellor to the many graduate surveyors in the Oxford office, ensuring that they receive the right experience and training to enable them to become RICS qualified surveyors. Outside of the office, when not taxiing his two teenage sons between sports fixtures, he is the Group Scout Leader for his local village scout group; makes props and scenery for a number of amateur dramatics productions; and is a self-published novelist.
Three career highlights:
The valuation for forward funding purposes of Microsoft Research’s new Cambridge HQ building.
The valuation of a residential development site in Norwich with consent for 1,200 new homes.
The valuation of a former cold war listening station at Orford Ness in Suffolk, only accessible by boat.
Three career highlights:
Marie is an Associate Partner in our Rural Team based in Taunton, who specialises in general rural professional work for a variety of clients.
Marie carries out professional valuations of rural, agricultural, estate and residential properties and is an RICS registered valuer.
She is also a valuer and agent for the Agricultural Mortgage Corporation (AMC), providing advice on farm finance throughout the South West.
Emma is a Chartered surveyor with over 25 years of experience in the property industry, the majority of which has been spent acting for a wide range of clients - private, corporate, public sector and institutional.
Emma is expert in delivering development consultancy and agency services across the residential and commercial sectors. She provides clients with strategic development advice including valuation and viability appraisals, site assembly, disposals including land sales and development agreements, procurement of development partners and the project management of planning and development strategies.
Tom has worked in the South West since 2004 and specialise in the valuation of agricultural, residential and renewable energy property. The valuations tend to be for secured lending, Inheritance and Capital Gains Tax, plus farm and estate purchase advice. He carries out both single and joint expert witness valuations for divorce and similar court proceedings. He is a RICS registered valuer.
He advises landowners on development and leasing of solar farms, AD plants, biomass systems and wind turbines.
Tom is also experienced in general rural estate management work including landlord and tenant matters, Basic Payment Scheme, plus Town & Country Planning matters relating to residential and rural properties, renewable energy projects, equestrian and other farm diversification projects, new tied farmhouses, representations to Local Plan reviews and similar.
Christopher Rhodes is an Partner in our Rural Team in Oxford concentrating predominately on rural property valuation. Christopher undertakes valuations of rural, agricultural, estate and residential properties and is an RICS Registered Valuer. He has a particular interest in the valuation of heritage and estate properties and has good working knowledge of the valuation of tenanted assets.
Latterly Christopher has developed and overseen the valuation of a number of agricultural estate and rural portfolios, for institutional and private clients, including, local authority, educational and rural estates. The valuation of such portfolios has been done with differing approaches to valuation and Christopher is considered to have a sound working knowledge of the regulatory and statutory approaches to valuation of a range of portfolio types.
Charles is a Partner, based in Yorkshire but who operates on a National basis across the country. He heads the Carter Jonas Energy and Marine Team which deals with a wide range of energy projects including wind, solar PV, hydro power, anaerobic digestion plants, biomass plants, peak power generators, clean coal, oil and gas, coal bed methane and energy storage projects.
The services provided in the energy sector include site referencing and transmission matters, site search and evaluation, feasibility studies, financial modelling, planning applications and site consents, landowner support and site promotion, due diligence, valuations, finance, site acquisitions and disposals, power brokerage, wayleave negotiations and feedstock procurement.
The Marine team manage a significant coastal portfolio around England through leases, licences, easements and consents. Activities within the area are varied and cover a wide range of issues such as port developments, marinas, moorings, jetties, cable and pipeline river crossings, outfalls and regulating and conservation leases and stakeholder liaison.
Outside of work, Charles is keen cricketer who also tries to maintain a handicap in golf and enjoys country pursuits.
Three career highlights:
Three career highlights:
Over the past 19 years Barry has concentrated on providing valuation and advisory services to the Registered Provider sector, their funders and advisors and developer clients. In addition, he has acted as an expert witness on various cases.
Recognised as an expert in affordable housing valuation, Barry is frequently called upon to advise on such issues in litigation and planning cases.
Barry also advises clients on Financial Viability Assessments, helping developers to secure viable planning consents. Once planning has been granted he acts as agent to dispose of any affordable housing units to a Registered Provider.
Stephen Richards heads up the Carter Jonas leisure team, with over 20 years’ experience in the valuation and sale of holiday cottages, lodge parks, campsites, caravan parks and glamping businesses.
Steven Drennan is based in our Chapel Place office in London and is a Partner in the Rural team.
Jason has been a valuer for over 20 years of working across the UK with a particular focus on the South East. He carries out valuations for a variety of purposes, including loan security, tax, and purchase reports, focusing primarily on the commercial sector but having a focus on retail and mixed-use assets. He also has experience in undertaking development appraisals of mixed-use schemes. He has provided advice to a number of Local Authority clients.
Bella Darby is an associate in the eastern region Commercial valuation team based in Cambridge. She has provided valuation advice to a range of clients, from charities and private individuals, to large corporations and public sector clients throughout the UK.
Kate Procter has lived and worked in Cambridge and the eastern region for over 25 years. She specialises in the delivery of both lease consultancy and valuation services for clients across the region.
Tim is a chartered surveyor and RICS registered valuer with significant working experience in the Taunton area and the south west region.
Amy Percy works within our valuation team in Bristol, assisting with a variety of valuation work including for both commercial and residential properties, mainly around the south west of England. The valuation work is undertaken for a range of clients including banks, public sector organisations and private individuals.
She has also undertaken a range of residual valuations for development sites; this being from larger developments of c. 1,000 dwellings to smaller individual plots.
Georgia Georgieva is a senior surveyor within the Commercial valuations team in Bristol. She joined the firm in 2016 and achieved her chartered surveyor status in 2018 following undertaking the graduate rotation within the firm. She has had previous experience in several property practices in the UK and abroad.
Kevin is a Partner, working from our London Chapel Place office and specialises in Leasehold Reform Act valuations, lease renewals, rent reviews, expert witness work and other residential valuations. He advises a wide-range of clients including landed estates, companies, institutions and private individuals. Away from the office Kevin's main interest is football and Queens Park Rangers in particular
Harry leads the delivery of valuation services throughout the West Midlands and Wales. He is a RICS registered valuer advising on residential, residential development and rural property. His clients include corporate lenders, private individuals and families, charities and local authorities. He is an associate member of the Chartered Institute of Arbitrators.
Three career highlights:
• Valuation of Green Property Company for acquisition purposes
• Valuation of Camden Markets Portfolio for loan Security purposes
• Acting as LPA Receiver on £400m property company prior to its sale
Bruce’s experience covers over 27 years with UK national surveying practice GVA Bilfinger and ‘top 4’ accountancy firm Deloitte, working closely with Business Valuations, Business Transactional Services, Business Restructuring, Corporate, Forensic Services, Audit and Tax.
Peter is a partner in our commercial team and is based in our Leeds office.
Dan is a Partner based in York, who specialises in general rural professional work for a variety of clients, carrying out professional valuations for all purposes, the sale of all types of rural property & land and dealing with compensation claims. He is also an agent for the Agricultural Mortgage Corporation (AMC), providing advice on farm finance throughout Yorkshire and the North. Dan is a RICS registered Valuer. Dan enjoys virtually all sports, but especially squash, golf, an occasional run, and snowboarding. He also enjoys travel and country life.
Morgan qualified as a Rural Land Agent in the South East of England before joining Carter Jonas in the North West in February 2012. He is responsible for the daily management of various landed estates and smaller private clients in Cumbria and Lancashire. In addition to Estate Management work, Morgan is a RICS Registered Valuer responsible for a range of agricultural and commercial valuations for private clients including valuations for secured lending, tax planning and for sale and acquisition of property. Morgan is an appointed AMC agent and completes applications for a number of private clients who require finance for their farming and rural businesses.
Richard is a partner and heads the firm’s Valuation Team. He acts for private clients, companies, solicitors, charities, housing associations and banks in property matters mainly relating to residential and development property from flats to large country estates and development land in central southern England. He prepares valuation and survey reports and has particular experience in acting as an expert witness in litigation matters and has given evidence in court and at the lands tribunal on several occasions. His experience also includes advising on restrictive covenants and leasehold extension and enfranchisement. Richard is a keen cyclist and enjoys the countryside.
Three career highlights
Negotiation of leases surrenders to create large town centre site, advising on redevelopment and letting to single occupier; valuation of substantial, mixed use, 58 tenancy portfolio; Chairman Southampton Property Association (1995 and 1996)
Peter is attached to the Commercial Division based in the Oxford valuation hub office, working principally throughout the Oxfordshire and Thames Valley region. His professional specialism is valuation, lease advisory and strategic asset management and he is partner responsible for the Oxford commercial valuation team. He provides valuation advice on retail, office, industrial and residential property and development sites to a wide range of clients including: banks and lending institutions; local authorities; property companies and private clients. Peter is an RICS Registered Valuer and an RICS Assessment of Professional Competence Assessor and Chairman. He currently acts as counsellor to the many graduate surveyors in the Oxford office, ensuring that they receive the right experience and training to enable them to become RICS qualified surveyors. Outside of the office, when not taxiing his two teenage sons between sports fixtures, he is the Group Scout Leader for his local village scout group; makes props and scenery for a number of amateur dramatics productions; and is a self-published novelist.
Three career highlights:
The valuation for forward funding purposes of Microsoft Research’s new Cambridge HQ building.
The valuation of a residential development site in Norwich with consent for 1,200 new homes.
The valuation of a former cold war listening station at Orford Ness in Suffolk, only accessible by boat.
Three career highlights:
Marie is an Associate Partner in our Rural Team based in Taunton, who specialises in general rural professional work for a variety of clients.
Marie carries out professional valuations of rural, agricultural, estate and residential properties and is an RICS registered valuer.
She is also a valuer and agent for the Agricultural Mortgage Corporation (AMC), providing advice on farm finance throughout the South West.
Emma is a Chartered surveyor with over 25 years of experience in the property industry, the majority of which has been spent acting for a wide range of clients - private, corporate, public sector and institutional.
Emma is expert in delivering development consultancy and agency services across the residential and commercial sectors. She provides clients with strategic development advice including valuation and viability appraisals, site assembly, disposals including land sales and development agreements, procurement of development partners and the project management of planning and development strategies.
Tom has worked in the South West since 2004 and specialise in the valuation of agricultural, residential and renewable energy property. The valuations tend to be for secured lending, Inheritance and Capital Gains Tax, plus farm and estate purchase advice. He carries out both single and joint expert witness valuations for divorce and similar court proceedings. He is a RICS registered valuer.
He advises landowners on development and leasing of solar farms, AD plants, biomass systems and wind turbines.
Tom is also experienced in general rural estate management work including landlord and tenant matters, Basic Payment Scheme, plus Town & Country Planning matters relating to residential and rural properties, renewable energy projects, equestrian and other farm diversification projects, new tied farmhouses, representations to Local Plan reviews and similar.
Christopher Rhodes is an Partner in our Rural Team in Oxford concentrating predominately on rural property valuation. Christopher undertakes valuations of rural, agricultural, estate and residential properties and is an RICS Registered Valuer. He has a particular interest in the valuation of heritage and estate properties and has good working knowledge of the valuation of tenanted assets.
Latterly Christopher has developed and overseen the valuation of a number of agricultural estate and rural portfolios, for institutional and private clients, including, local authority, educational and rural estates. The valuation of such portfolios has been done with differing approaches to valuation and Christopher is considered to have a sound working knowledge of the regulatory and statutory approaches to valuation of a range of portfolio types.
Charles is a Partner, based in Yorkshire but who operates on a National basis across the country. He heads the Carter Jonas Energy and Marine Team which deals with a wide range of energy projects including wind, solar PV, hydro power, anaerobic digestion plants, biomass plants, peak power generators, clean coal, oil and gas, coal bed methane and energy storage projects.
The services provided in the energy sector include site referencing and transmission matters, site search and evaluation, feasibility studies, financial modelling, planning applications and site consents, landowner support and site promotion, due diligence, valuations, finance, site acquisitions and disposals, power brokerage, wayleave negotiations and feedstock procurement.
The Marine team manage a significant coastal portfolio around England through leases, licences, easements and consents. Activities within the area are varied and cover a wide range of issues such as port developments, marinas, moorings, jetties, cable and pipeline river crossings, outfalls and regulating and conservation leases and stakeholder liaison.
Outside of work, Charles is keen cricketer who also tries to maintain a handicap in golf and enjoys country pursuits.
Three career highlights:
Three career highlights:
Over the past 19 years Barry has concentrated on providing valuation and advisory services to the Registered Provider sector, their funders and advisors and developer clients. In addition, he has acted as an expert witness on various cases.
Recognised as an expert in affordable housing valuation, Barry is frequently called upon to advise on such issues in litigation and planning cases.
Barry also advises clients on Financial Viability Assessments, helping developers to secure viable planning consents. Once planning has been granted he acts as agent to dispose of any affordable housing units to a Registered Provider.
Stephen Richards heads up the Carter Jonas leisure team, with over 20 years’ experience in the valuation and sale of holiday cottages, lodge parks, campsites, caravan parks and glamping businesses.
Steven Drennan is based in our Chapel Place office in London and is a Partner in the Rural team.
Jason has been a valuer for over 20 years of working across the UK with a particular focus on the South East. He carries out valuations for a variety of purposes, including loan security, tax, and purchase reports, focusing primarily on the commercial sector but having a focus on retail and mixed-use assets. He also has experience in undertaking development appraisals of mixed-use schemes. He has provided advice to a number of Local Authority clients.
Bella Darby is an associate in the eastern region Commercial valuation team based in Cambridge. She has provided valuation advice to a range of clients, from charities and private individuals, to large corporations and public sector clients throughout the UK.
Kate Procter has lived and worked in Cambridge and the eastern region for over 25 years. She specialises in the delivery of both lease consultancy and valuation services for clients across the region.
Tim is a chartered surveyor and RICS registered valuer with significant working experience in the Taunton area and the south west region.
Amy Percy works within our valuation team in Bristol, assisting with a variety of valuation work including for both commercial and residential properties, mainly around the south west of England. The valuation work is undertaken for a range of clients including banks, public sector organisations and private individuals.
She has also undertaken a range of residual valuations for development sites; this being from larger developments of c. 1,000 dwellings to smaller individual plots.
Georgia Georgieva is a senior surveyor within the Commercial valuations team in Bristol. She joined the firm in 2016 and achieved her chartered surveyor status in 2018 following undertaking the graduate rotation within the firm. She has had previous experience in several property practices in the UK and abroad.
Kevin is a Partner, working from our London Chapel Place office and specialises in Leasehold Reform Act valuations, lease renewals, rent reviews, expert witness work and other residential valuations. He advises a wide-range of clients including landed estates, companies, institutions and private individuals. Away from the office Kevin's main interest is football and Queens Park Rangers in particular
Harry leads the delivery of valuation services throughout the West Midlands and Wales. He is a RICS registered valuer advising on residential, residential development and rural property. His clients include corporate lenders, private individuals and families, charities and local authorities. He is an associate member of the Chartered Institute of Arbitrators.
We have a dedicated team of social housing valuers who specialise in affordable housing tenures, including the provision of expert witness advice, and affordable housing statements to support planning applications.
We offer a free assessment of your property, determining the value and how we will sell or let it, for the best possible price.
