---
title: "CPU1969 Independent Financial Advice"
ocid: "ocds-b5fd17-701195fa-a588-42bb-9cdf-dea5d383fc7e"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-701195fa-a588-42bb-9cdf-dea5d383fc7e"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-701195fa-a588-42bb-9cdf-dea5d383fc7e.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-701195fa-a588-42bb-9cdf-dea5d383fc7e.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NOTTINGHAM CITY COUNCIL"
published: "2017-04-19"
---

# CPU1969 Independent Financial Advice

Buyer: NOTTINGHAM CITY COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-701195fa-a588-42bb-9cdf-dea5d383fc7e

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## Summary

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.

## Notice

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/d41d9adc-9111-4705-836f-9df29e503d9f |
| 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 |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 19 Apr 2017 |
| Submission deadline | 10 Mar 2017 |
| Future notice date | Not specified |
| Award date | 2 Apr 2017 |
| Contract period | 30 Apr 2017 - 30 Apr 2019 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £180,000 |
| Lots value | Not specified |
| Awards value | £180,000 |
| 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

- 66000000 - Financial and insurance services

## Release History

- 19 Apr 2017 at 13:22 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/d41d9adc-9111-4705-836f-9df29e503d9f

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/d41d9adc-9111-4705-836f-9df29e503d9f
  19th April 2017 - Awarded contract notice on Contracts Finder

## Notice URLs

- http://www.nottinghamcity.gov.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-b5fd17-701195fa-a588-42bb-9cdf-dea5d383fc7e. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-701195fa-a588-42bb-9cdf-dea5d383fc7e.json.