---
title: "Independent Financial Advice"
ocid: "ocds-b5fd17-772c8e45-4056-4456-ae6c-c5231c4cdd9b"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-772c8e45-4056-4456-ae6c-c5231c4cdd9b"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-772c8e45-4056-4456-ae6c-c5231c4cdd9b.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-772c8e45-4056-4456-ae6c-c5231c4cdd9b.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "SUNDERLAND CITY COUNCIL"
published: "2018-11-15"
---

# Independent Financial Advice

Buyer: SUNDERLAND CITY COUNCIL  
Current stage: Tender  
OCID: ocds-b5fd17-772c8e45-4056-4456-ae6c-c5231c4cdd9b

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-772c8e45-4056-4456-ae6c-c5231c4cdd9b)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-772c8e45-4056-4456-ae6c-c5231c4cdd9b.json)

## Summary

Sunderland City Council is currently seeking proposals for an Independent Financial Advisor through an open tender. This opportunity, titled "Independent Financial Advice," is classified under the financial and insurance services industry and is located in Sunderland, North East England. The tender period is set to close on 30th November 2018, with the contract expected to commence on 5th January 2019 and conclude on 31st December 2022.

This tender presents significant opportunities for businesses specialising in financial advisory services, particularly those that cater to small and medium-sized enterprises (SMEs). Companies offering expertise in savings, investments, and pensions could leverage this opportunity to demonstrate their capabilities in supporting public sector clients and contribute towards optimising the financial wellbeing of service users within the region.

## Notice

Sunderland City Council (SCC) is seeking an Independent Financial Advisor to provide specialist independent financial advice regarding matters such as, but not limited to: * Savings * Investments * Pensions This is to ensure our service user finances are maximised to their full potential, whilst also mitigating any risk of loss.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/dc938b1a-dfdb-4a77-a853-2a72f4fc5042 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 15 Nov 2018 |
| Submission deadline | 30 Nov 2018 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 5 Jan 2019 - 31 Dec 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SUNDERLAND CITY COUNCIL |
| Locality | SUNDERLAND |
| Post town | Sunderland |
| Postcode | SR2 7DN |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC4 Northumberland, Durham and Tyne & Wear |
| ITL 3 | TLC44 Sunderland |
| Local authority | Sunderland |
| Electoral ward | Southwick |
| Westminster constituency | Sunderland Central |
| Delivery location | TLC North East (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 15 Nov 2018 at 15:37 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/dc938b1a-dfdb-4a77-a853-2a72f4fc5042

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/dc938b1a-dfdb-4a77-a853-2a72f4fc5042
  15th November 2018 - Opportunity notice on Contracts Finder

## Notice URLs

- http://www.sunderland.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-b5fd17-772c8e45-4056-4456-ae6c-c5231c4cdd9b. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-772c8e45-4056-4456-ae6c-c5231c4cdd9b.json.