---
title: "Independent Investment Advisors for Charitable Funds Q1590/JE"
ocid: "ocds-b5fd17-05ae76f8-045f-4418-ae5d-3c94e47c0290"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-05ae76f8-045f-4418-ae5d-3c94e47c0290"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-05ae76f8-045f-4418-ae5d-3c94e47c0290.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-05ae76f8-045f-4418-ae5d-3c94e47c0290.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "TAUNTON AND SOMERSET NHS FOUNDATION TRUST"
published: "2019-05-01"
---

# Independent Investment Advisors for Charitable Funds Q1590/JE

Buyer: TAUNTON AND SOMERSET NHS FOUNDATION TRUST  
Current stage: Award  
OCID: ocds-b5fd17-05ae76f8-045f-4418-ae5d-3c94e47c0290

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## Summary

The Taunton and Somerset NHS Foundation Trust has completed a procurement process for the title "Independent Investment Advisors for Charitable Funds Q1590/JE". This contract falls under the category of investment banking services and was located in the South West region of England. The procurement process was initiated through a tender that concluded on 11 March 2019, with the contract awarded on 26 April 2019. The total contract value is £22,000, with the actual service contract period commencing on 9 May 2019 and concluding on 8 May 2021.

This tender presents opportunities for businesses aiming to expand in the financial services sector, specifically those offering investment advisory services. Companies with expertise in providing tailored investment advice to charitable entities or similar organisations would be particularly well-suited to compete. Additionally, larger firms or those experienced in public sector contracts may find this tender aligns with their capabilities, contributing to their growth in the public procurement market.

## Notice

Provision of investment advice to the Charitable Funds

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/743bbfa5-338f-48b0-93d0-8c27d0495af9 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 1 May 2019 |
| Submission deadline | 11 Mar 2019 |
| Future notice date | Not specified |
| Award date | 25 Apr 2019 |
| Contract period | 8 May 2019 - 8 May 2021 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £11,000 |
| Lots value | Not specified |
| Awards value | £22,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | TAUNTON AND SOMERSET NHS FOUNDATION TRUST |
| Locality | TAUNTON |
| Post town | Taunton |
| Postcode | TA1 5DA |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK6 North Somerset, Somerset and Dorset |
| ITL 3 | TLK62 Somerset |
| Local authority | Somerset |
| Electoral ward | Bishop's Hull & Taunton West |
| Westminster constituency | Taunton and Wellington |
| Delivery location | TLK South West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | CCLA INVESTMENT MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 1 May 2019 at 09:41 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/743bbfa5-338f-48b0-93d0-8c27d0495af9

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/743bbfa5-338f-48b0-93d0-8c27d0495af9
  1st May 2019 - Awarded contract notice on Contracts Finder

## Notice URLs

- http://www.musgroveparkhospital.nhs.uk/

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-05ae76f8-045f-4418-ae5d-3c94e47c0290. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-05ae76f8-045f-4418-ae5d-3c94e47c0290.json.