SJP vs Quick Val

The SJP app, a simple, safe, and convenient way to keep track of your investments. As a client of SJP you can benefit from easy access to the following great features: - Simple sign-up process - Biometric sign in - Get current values on your investments including encashment values - See deposits and withdrawals - Track how your pension, ISAs, bonds and more are performing - See more detail with fund breakdowns - Get invaluable information from our experts in the insights section - Read the latest correspondence from us in your personal document library By installing this app, you are agreeing to SJP’s Privacy and Cookies Policy. For more information about how SJP processes your personal data please see SJP’s Privacy and Cookies Policy at https://www.sjp.co.uk/privacy-policy. About St. James’s Place. SJP offers clear financial advice and knowledge to create confidence. We’re here to help you and your money go further ¬– and do better. With us to guide you, you can create a future, and a world, that you believe in. (Please see our website for full terms and conditions. T&Cs apply.) St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, GL7 1FP. Registered in England No. 04113955

Quick Val is a professional property valuation tool built for surveyors, property professionals, and investors who need fast, accurate investment valuations on the go. Perform RICS-informed valuations using established methods: • Term & Reversion — value properties with passing rents and ERV, accounting for lease term, break options, void periods and rent-free incentives • Vacant Possession — capitalise the ERV in perpetuity at your target All Risks Yield • All Risks Yield — single-rate capitalisation of the passing rent • Comparative — value by floor area using comparable evidence (£/sq ft) MULTI-LET PROPERTIES Value commercial, residential, or mixed-use investments with up to 10 units of each type. Add a ground-floor retail unit with a lease, a tenant holding over, first-floor offices, and a flat above — and see the whole investment aggregated into a single summary. TENANT HOLDING OVER Handle LTA 1954 protected tenancies correctly. Toggle "Tenant Holding Over" and Quick Val automatically runs the Term & Reversion over your specified notice period before reverting to ERV — the proper treatment under statute. YOUR ASSUMPTIONS, SAVED Set your preferred yields, void periods, rent-free allowances, and capital costs once. They persist as your default across every new valuation, so you're never re-keying the same numbers. Reset to defaults at any time. GENERATE PDF REPORTS Share a clean, professional PDF valuation report via email, AirDrop, or any iOS share target. Upload your company logo in Settings for branded client-ready reports. COMPLETE PRIVACY Every figure you enter stays entirely on your device. Quick Val makes no network requests, collects no data, and transmits nothing. Your client information never leaves your iPhone.