CPU 4968 Invitation to Quote for the provision of Independent Financial Advice

A Contract Award Notice
by NOTTINGHAM CITY COUNCIL

Source
Contracts Finder
Type
Contract (Services)
Duration
3 year
Value
£60K
Sector
BUSINESS
Published
02 Nov 2022
Delivery
01 Sep 2022 to 31 Aug 2025
Deadline
07 Aug 2022 11:00

Concepts

Location

Geochart for 1 buyers and 1 suppliers

1 buyer

1 supplier

Description

This contract will be for provision of Independent Financial Advice (IFA), including care fees planning, which should be individually tailored to each client's personal and financial circumstances, with the aim of maximising the clients' income and assets. The contract will involve the provision of IFA for any client whose assets are, or rise above, £30,000 during the contract period.

Award Detail

1 Samra Wealth Management (Nottingham)
  • Value: £56,000

CPV Codes

  • 66171000 - Financial consultancy services

Indicators

  • Contract is suitable for SMEs.

Reference

Domains