Planning

Investment Agency Advisory Services

THE CROWN ESTATE

This public procurement record has 1 release in its history.

Planning

21 May 2025 at 14:17

Summary of the contracting process

The Crown Estate, a central government body located in London, is in the planning stage for a tender titled "Investment Agency Advisory Services," intended to set up a framework for investment advice within the "Investment banking services and related services" sector. This public procurement, conducted under an open procedure, plans to invite bids for service delivery across the United Kingdom. The estimated value of this contract is £12,000,000 (gross value £14,400,000) and aims to initiate on 1st November 2025, lasting until 1st November 2028. A future notice related to this procurement is anticipated to be disseminated by 1st July 2025.

This tender represents a significant opportunity for businesses, particularly those specialising in financial advisory services, to expand their operations by providing expert investment advice under a framework agreement. The procurement process is structured to encourage participation from small and medium-sized enterprises (SMEs), making it an attractive prospect for such businesses looking to collaborate with a prominent government agency like The Crown Estate. Participating in this contract can help businesses gain a strong foothold in the public sector financial advisory service market, leading to substantial growth and increased market recognition.

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Notice Title

Investment Agency Advisory Services

Notice Description

A framework to provide investment advice

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-051b5f
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/024097-2025
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK1 - Pipeline Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66120000 - Investment banking services and related services

Notice Value(s)

Tender Value
£12,000,000 £10M-£100M
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
21 May 20259 months ago
Submission Deadline
Not specified
Future Notice Date
1 Jul 2025Expired
Award Date
Not specified
Contract Period
1 Nov 2025 - 1 Nov 2028 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Planned
Lots Status
Planned
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
THE CROWN ESTATE
Contact Name
Not specified
Contact Email
tenders@thecrownestate.co.uk
Contact Phone
Not specified

Buyer Location

Locality
LONDON
Postcode
SW1Y 4AH
Post Town
South West London
Country
England

Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI35 Westminster and City of London
Delivery Location
Not specified

Local Authority
Westminster
Electoral Ward
St James's
Westminster Constituency
Cities of London and Westminster

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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