---
title: "Financial Advisor Services"
ocid: "ocds-b5fd17-0fcafb8a-b890-4502-9ed9-351adec2e459"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-0fcafb8a-b890-4502-9ed9-351adec2e459"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-0fcafb8a-b890-4502-9ed9-351adec2e459.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-0fcafb8a-b890-4502-9ed9-351adec2e459.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "UNIVERSITY OF BATH"
published: "2021-09-27"
---

# Financial Advisor Services

Buyer: UNIVERSITY OF BATH  
Current stage: Award  
OCID: ocds-b5fd17-0fcafb8a-b890-4502-9ed9-351adec2e459

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-0fcafb8a-b890-4502-9ed9-351adec2e459)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-0fcafb8a-b890-4502-9ed9-351adec2e459.json)

## Summary

The University of Bath is seeking a Financial Advisor Services contract, aiming to effectively manage its investment funds in accordance with sound industry practices. This procurement process is currently in the Award stage, with an open procedure method. The tender, valued at £328,000, had a deadline for submissions on 23rd July 2021, and the contract is set to commence from 20th September 2021, running until 30th April 2031. The service will be based in the South West region of the United Kingdom.

This tender presents significant growth opportunities for small and medium-sized enterprises (SMEs) specialising in financial consultancy services. Companies that can demonstrate expertise in investment management and effective fund administration will find themselves well-positioned to compete for this long-term contract. With a budget of £328,000, there is potential for sustained engagement, making this an attractive opportunity for skilled financial advisers looking to expand their business portfolio.

## Notice

The University of Bath is seeking an investment adviser. The University wishes to ensure that its investment funds are managed effectively and efficiently in accordance with good industry practice, to deliver excellent return on investments.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/56c0c0b9-c0b3-441d-9054-48cee3db2057 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 27 Sep 2021 |
| Submission deadline | 22 Jul 2021 |
| Future notice date | Not specified |
| Award date | 22 Jul 2021 |
| Contract period | 19 Sep 2021 - 30 Apr 2031 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £328,000 |
| Lots value | Not specified |
| Awards value | £40,000 |
| 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 | UNIVERSITY OF BATH |
| Locality | BATH |
| Post town | Bath |
| Postcode | BA2 7AY |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK5 West of England |
| ITL 3 | TLK52 Bath & North East Somerset and South Gloucestershire |
| Local authority | Bath and North East Somerset |
| Electoral ward | Bathwick |
| Westminster constituency | Bath |
| Delivery location | TLK South West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MERCER |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66171000 - Financial consultancy services

## Release History

- 27 Sep 2021 at 10:20 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/56c0c0b9-c0b3-441d-9054-48cee3db2057

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/56c0c0b9-c0b3-441d-9054-48cee3db2057
  27th September 2021 - Awarded contract notice on Contracts Finder
- https://www.delta-esourcing.com/delta/respondToList.html?noticeId=628516212
  Please follow this link to view the notice.

## 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-b5fd17-0fcafb8a-b890-4502-9ed9-351adec2e459. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-0fcafb8a-b890-4502-9ed9-351adec2e459.json.