---
title: "Independent Investment Advisors for Charitable Funds Q1590/JE"
ocid: "ocds-b5fd17-c0ee2216-9f57-4b9e-a380-d19979d3880d"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-c0ee2216-9f57-4b9e-a380-d19979d3880d"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-c0ee2216-9f57-4b9e-a380-d19979d3880d.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-c0ee2216-9f57-4b9e-a380-d19979d3880d.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "TAUNTON AND SOMERSET NHS FOUNDATION TRUST"
published: "2019-05-01"
---

# Independent Investment Advisors for Charitable Funds Q1590/JE

Buyer: TAUNTON AND SOMERSET NHS FOUNDATION TRUST  
Current stage: Award  
OCID: ocds-b5fd17-c0ee2216-9f57-4b9e-a380-d19979d3880d

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## Summary

The procurement process for the provision of independent investment advisory services for charitable funds is conducted by the Taunton and Somerset NHS Foundation Trust. The tender, titled "Independent Investment Advisors for Charitable Funds Q1590/JE," falls under the investment banking services category (CPV code: 66120000) and is located in the South West of the United Kingdom. The contract was awarded on 26 April 2019, with the award notice published on 1 May 2019. The contract commenced on 9 May 2019 and is set to conclude on 9 May 2021, with a total contract value of £22,000. The procurement method employed for this process was classified as 'Other'.

This tender presents significant opportunities for businesses focused on financial services, particularly those specialising in investment consulting or management for charitable organisations. While the successful supplier was CCLA Investment Management, businesses in this sector that offer similar advisory services could consider competing for future tenders. The specialised nature of the contract means that firms with experience in charitable fund management and investment banking are likely to find these procurement opportunities well-suited to their capabilities.

## Notice

Provision of investment advice to the Charitable Funds

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/8e827a1b-3c32-4b1f-8462-21fafa989f9e |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 1 May 2019 |
| Submission deadline | 11 Mar 2019 |
| Future notice date | Not specified |
| Award date | 25 Apr 2019 |
| Contract period | 8 May 2019 - 9 May 2021 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £11,000 |
| Lots value | Not specified |
| Awards value | £22,000 |
| 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 | TAUNTON AND SOMERSET NHS FOUNDATION TRUST |
| Locality | TAUNTON |
| Post town | Taunton |
| Postcode | TA1 5DA |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK6 North Somerset, Somerset and Dorset |
| ITL 3 | TLK62 Somerset |
| Local authority | Somerset |
| Electoral ward | Bishop's Hull & Taunton West |
| Westminster constituency | Taunton and Wellington |
| Delivery location | TLK South West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | CCLA INVESTMENT MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 1 May 2019 at 10:03 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/8e827a1b-3c32-4b1f-8462-21fafa989f9e

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/8e827a1b-3c32-4b1f-8462-21fafa989f9e
  1st May 2019 - Awarded contract notice on Contracts Finder

## Notice URLs

- http://www.musgroveparkhospital.nhs.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-c0ee2216-9f57-4b9e-a380-d19979d3880d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-c0ee2216-9f57-4b9e-a380-d19979d3880d.json.