Award

CPU1969 Independent Financial Advice

NOTTINGHAM CITY COUNCIL

This public procurement record has 1 release in its history.

Award

19 Apr 2017 at 13:22

Summary of the contracting process

The procurement process, initiated by Nottingham City Council, involves the provision of Independent Financial Advice under the title "CPU1969 Independent Financial Advice". This process falls within the financial and insurance services category and is located in Nottingham, East Midlands, United Kingdom. The tender, issued via an open procedure, had a submission deadline of 10 March 2017, and the awarded contract commenced on 1 May 2017, lasting until 30 April 2019. The total contract value is £180,000, assigned to the supplier Samra Wealth Management Limited.

This tender represents a significant opportunity for businesses specialising in financial advice, particularly those experienced in managing the affairs of vulnerable clients. Companies that can demonstrate expertise in compliance, risk management, and personalised financial strategies would be particularly well-suited to compete. Engaging with Nottingham City Council's Deputyship Team could foster long-term relationships and contribute to business growth in a sector focused on supporting older people and those lacking mental capacity.

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Notice Title

CPU1969 Independent Financial Advice

Notice Description

Nottingham City Council's Deputyship Team manages the property and financial affairs of older people and vulnerable clients, who lack mental capacity to manage these themselves. The Deputyship Team is now seeking to secure the services of an Independent Financial Adviser for its clients who have significant assets.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-701195fa-a588-42bb-9cdf-dea5d383fc7e
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/d41d9adc-9111-4705-836f-9df29e503d9f
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£180,000 £100K-£500K
Lots Value
Not specified
Awards Value
£180,000 £100K-£500K
Contracts Value
Not specified

Notice Dates

Publication Date
19 Apr 20178 years ago
Submission Deadline
10 Mar 2017Expired
Future Notice Date
Not specified
Award Date
2 Apr 20178 years ago
Contract Period
30 Apr 2017 - 30 Apr 2019 1-2 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
NOTTINGHAM CITY COUNCIL
Contact Name
Anthony Davidson
Contact Email
anthony.davidson@nottinghamcity.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
NOTTINGHAM
Postcode
NG2 3NG
Post Town
Nottingham
Country
England

Major Region (ITL 1)
TLF East Midlands (England)
Basic Region (ITL 2)
TLF1 Derbyshire and Nottinghamshire
Small Region (ITL 3)
TLF14 Nottingham
Delivery Location
TLF East Midlands (England)

Local Authority
Nottingham
Electoral Ward
Castle
Westminster Constituency
Nottingham East

Supplier Information

Number of Suppliers
1
Supplier Name

SAMRA WEALTH MANAGEMENT

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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