---
title: "Independent Investment Adviser"
ocid: "ocds-b5fd17-c3c886be-c88a-42df-aefa-9cc5d38d46b3"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-c3c886be-c88a-42df-aefa-9cc5d38d46b3"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-c3c886be-c88a-42df-aefa-9cc5d38d46b3.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-c3c886be-c88a-42df-aefa-9cc5d38d46b3.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: ".EAST RIDING OF YORKSHIRE COUNCIL"
published: "2019-04-12"
---

# Independent Investment Adviser

Buyer: .EAST RIDING OF YORKSHIRE COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-c3c886be-c88a-42df-aefa-9cc5d38d46b3

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## Summary

The East Riding of Yorkshire Council has completed the procurement process for the position of Independent Investment Adviser, with the tender identified as DR112191930. This procurement, classified under the Financial and insurance services category, involved a selective method of letting contracts and was awarded on 29th March 2019. The contract, valued at £30,000 over two years, runs from 1st April 2019 to 31st March 2021, and the winning bid was submitted by Rohan Worrell. The tender period concluded on 29th March 2019.

This tender presents an excellent opportunity for established businesses in the investment advisory sector, particularly for those that offer macroeconomic and investment reporting services. With a focus on independent advice to Pension Committees, firms that can provide comprehensive analysis and support are well-positioned to compete. As there were eligibility criteria set for this procurement process, participants should ensure they meet similar tendering standards to enhance their chances of success in future contract opportunities.

## Notice

To provide independent investment advice and support to the Pension Committee meetings. The adviser will prepare a regular quarterly report covering prevailing macroeconomic and investment issues. Fee: PS15,000 per annum excluding VAT Fixed Term: 2 years

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/ce95f352-aea6-483d-880c-47a6c31ee0fb |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Restricted procedure (above threshold) |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 12 Apr 2019 |
| Submission deadline | 29 Mar 2019 |
| Future notice date | Not specified |
| Award date | 29 Mar 2019 |
| Contract period | 31 Mar 2019 - 31 Mar 2021 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £30,000 |
| Lots value | Not specified |
| Awards value | £30,000 |
| 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 | .EAST RIDING OF YORKSHIRE COUNCIL |
| Locality | BEVERLEY |
| Post town | Hull |
| Postcode | HU17 9BA |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE1 East Yorkshire and Northern Lincolnshire |
| ITL 3 | TLE12 East Riding of Yorkshire |
| Local authority | East Riding of Yorkshire |
| Electoral ward | St Mary's |
| Westminster constituency | Beverley and Holderness |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ROHAN WORRELL |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 12 Apr 2019 at 11:06 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/ce95f352-aea6-483d-880c-47a6c31ee0fb

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/ce95f352-aea6-483d-880c-47a6c31ee0fb
  12th April 2019 - Awarded contract notice on Contracts Finder

## 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-c3c886be-c88a-42df-aefa-9cc5d38d46b3. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-c3c886be-c88a-42df-aefa-9cc5d38d46b3.json.