---
title: "CPU 8118 Independent Financial Advisor - Deputyship"
ocid: "ocds-b5fd17-177ba0f8-8a80-431d-9ec1-5f6d7f81b198"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-177ba0f8-8a80-431d-9ec1-5f6d7f81b198"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-177ba0f8-8a80-431d-9ec1-5f6d7f81b198.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-177ba0f8-8a80-431d-9ec1-5f6d7f81b198.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NOTTINGHAM CITY COUNCIL"
published: "2026-04-16"
---

# CPU 8118 Independent Financial Advisor - Deputyship

Buyer: NOTTINGHAM CITY COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-177ba0f8-8a80-431d-9ec1-5f6d7f81b198

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## Summary

Nottingham City Council, acting as the buyer, has awarded a contract for the provision of independent financial advisor services under the title "CPU 8118 Independent Financial Advisor - Deputyship". This contract pertains to investment banking and related services, specifically targeting vulnerable adults to review assets and provide investment advice. The procurement falls within the category of services, utilising an open procedure below the threshold. Located in the East Midlands, United Kingdom, the contract initiation began with an award on 11th March 2026, with the contract formally published on 16th April 2026. The contract commences on 1st April 2026 and concludes on 31st March 2031, with a total value of £65,000.

This tender provides a substantial opportunity for businesses particularly SMEs that specialise in financial consultancy and investment management services. Samra Wealth Management, currently named as the supplier, exemplifies the kind of business well-suited for engaging with such contracts, given their expertise in portfolio management services and dealing with financial transactions and advisory services. This procurement creates room for strategic business expansion for financial advisory firms able to cater to niche markets and possess capabilities to handle investment advice for vulnerable groups within the public sector.

## Notice

Independent Financial Advisor service for vulnerable adults - review assets and investment advice

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/aef0b23a-341e-4d0a-9b5a-4199bd67f203 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 16 Apr 2026 |
| Submission deadline | 11 Mar 2026 |
| Future notice date | Not specified |
| Award date | 11 Mar 2026 |
| Contract period | 31 Mar 2026 - 31 Mar 2031 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £65,000 |
| Lots value | Not specified |
| Awards value | £65,000 |
| 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 | NOTTINGHAM CITY COUNCIL |
| Locality | NOTTINGHAM |
| Post town | Nottingham |
| Postcode | NG2 3NG |
| Country | England |
| ITL 1 | TLF East Midlands (England) |
| ITL 2 | TLF1 Derbyshire and Nottinghamshire |
| ITL 3 | TLF14 Nottingham |
| Local authority | Nottingham |
| Electoral ward | Castle |
| Westminster constituency | Nottingham East |
| Delivery location | TLF East Midlands (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | SAMRA WEALTH MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services
- 66140000 - Portfolio management services
- 66170000 - Financial consultancy, financial transaction processing and clearing-house services

## Release History

- 16 Apr 2026 at 11:04 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/aef0b23a-341e-4d0a-9b5a-4199bd67f203

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/aef0b23a-341e-4d0a-9b5a-4199bd67f203
  16th April 2026 - Awarded contract notice on Contracts Finder

## 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-b5fd17-177ba0f8-8a80-431d-9ec1-5f6d7f81b198. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-177ba0f8-8a80-431d-9ec1-5f6d7f81b198.json.