---
title: "Financial Advisor Services"
ocid: "ocds-b5fd17-844dc7c5-68f6-466b-af1a-faa98320c236"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-844dc7c5-68f6-466b-af1a-faa98320c236"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-844dc7c5-68f6-466b-af1a-faa98320c236.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-844dc7c5-68f6-466b-af1a-faa98320c236.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "UNIVERSITY OF BATH"
published: "2021-04-22"
---

# Financial Advisor Services

Buyer: UNIVERSITY OF BATH  
Current stage: Tender  
OCID: ocds-b5fd17-844dc7c5-68f6-466b-af1a-faa98320c236

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-844dc7c5-68f6-466b-af1a-faa98320c236)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-844dc7c5-68f6-466b-af1a-faa98320c236.json)

## Summary

The University of Bath is currently seeking an investment adviser through an open tender for Financial Advisor Services, aiming to manage its investment funds effectively. This procurement process is at the tender stage, with submissions due by 25th May 2021. The total value of the contract is £50,000, covering financial consultancy services, while the contract is expected to start on 21st June 2021 and run until 30th April 2030. The location for service delivery is the South West region of the United Kingdom.

This tender presents an excellent opportunity for businesses specialising in financial consultancy services, particularly small and medium-sized enterprises (SMEs) that can demonstrate effective management practices and a strong return on investment approach. Competing firms should ideally have experience in investment advising and a proven track record in delivering similar services to educational institutions or similar organisations, which can contribute to the University of Bath's goals for enhanced investment fund management.

## 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/3a9aaaa2-e74e-4958-aa00-93e848051615 |
| 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 | 22 Apr 2021 |
| Submission deadline | 25 May 2021 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 20 Jun 2021 - 30 Apr 2030 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £50,000 |
| 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 | 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) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66171000 - Financial consultancy services

## Release History

- 22 Apr 2021 at 16:15 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/3a9aaaa2-e74e-4958-aa00-93e848051615

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/3a9aaaa2-e74e-4958-aa00-93e848051615
  22nd April 2021 - Opportunity notice on Contracts Finder
- https://www.delta-esourcing.com/tenders/UK-UK-Bath:-Financial-consultancy-services./BU237449RP
  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-b5fd17-844dc7c5-68f6-466b-af1a-faa98320c236. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-844dc7c5-68f6-466b-af1a-faa98320c236.json.