---
title: "WCC - WRIF Independent Investment Adviser"
ocid: "ocds-b5fd17-7f19c862-9a93-4270-9264-193d5be28bfa"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-7f19c862-9a93-4270-9264-193d5be28bfa"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-7f19c862-9a93-4270-9264-193d5be28bfa.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-7f19c862-9a93-4270-9264-193d5be28bfa.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "WARWICKSHIRE COUNTY COUNCIL (WCC)"
published: "2021-10-21"
---

# WCC - WRIF Independent Investment Adviser

Buyer: WARWICKSHIRE COUNTY COUNCIL (WCC)  
Current stage: Tender  
OCID: ocds-b5fd17-7f19c862-9a93-4270-9264-193d5be28bfa

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## Summary

The Warwickshire County Council (WCC) is seeking to engage a retained Independent Investment Adviser through an open tender process, identified as WCC - WRIF Independent Investment Adviser. This procurement falls within the banking and investment services category, and the tender is currently in the active stage, with a submission deadline of 11 November 2021. The contract period is set to commence on 1 December 2021 and will last until 30 November 2022. Interested vendors can access relevant documents via the Council’s e-procurement portal, CSW-Jets, where registration is free and encouraged.

This tender represents an excellent opportunity for SMEs focused on financial consultancy and investment advisory services to expand their client base, particularly those looking to collaborate with local government bodies. By participating in this process, businesses that specialise in banking, investment analysis, and financial management can position themselves to establish a long-term relationship with WCC, potentially leading to future contracts and a broader network within the public sector.

## Notice

The purpose of this service Contract is to provide the Warwickshire County Council Investment Panel with a retained Independent Investment Adviser. The services to be delivered are set-out within the Specification contained within the Invitation to Quote document. Additional information: Please register via the Council's e-procurement portal, CSW-Jets (http://www.csw-jets.co.uk/). Registration is free, and takes just a few minutes. When complete, you will be able to express interest in any of the Councils'/Authorities' opportunities when they are made available including this tender. In addition, we will be able to access your details whenever we have a requirement, and you may then be invited to tender or quote for work. Once you are registered and log in to the system you will be able to locate the tender opportunity, express interest and access the documentation. Is a Recurrent Procurement Type? : No

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/b92f53e0-b438-4692-95fa-7f46fbce5c9b |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 21 Oct 2021 |
| Submission deadline | 11 Nov 2021 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 1 Dec 2021 - 30 Nov 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 | WARWICKSHIRE COUNTY COUNCIL (WCC) |
| Locality | WARWICKSHIRE |
| Post town | Coventry |
| Postcode | CV34 4RL |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG1 Herefordshire, Worcestershire and Warwickshire |
| ITL 3 | TLG13 Warwickshire CC |
| Local authority | Warwick |
| Electoral ward | Warwick Saltisford |
| Westminster constituency | Warwick and Leamington |
| Delivery location | TLG West Midlands (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services

## Release History

- 21 Oct 2021 at 14:56 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/b92f53e0-b438-4692-95fa-7f46fbce5c9b

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/b92f53e0-b438-4692-95fa-7f46fbce5c9b
  21st October 2021 - Opportunity notice on Contracts Finder

## Notice URLs

- http://www.csw-jets.co.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-b5fd17-7f19c862-9a93-4270-9264-193d5be28bfa. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-7f19c862-9a93-4270-9264-193d5be28bfa.json.