---
title: "Consultancy services in relation to the establishment of English Heritage's investment strategy and framework"
ocid: "ocds-b5fd17-ecd6ad37-e26d-48e1-9ba6-f3f955b6d3a6"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-ecd6ad37-e26d-48e1-9ba6-f3f955b6d3a6"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-ecd6ad37-e26d-48e1-9ba6-f3f955b6d3a6.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-ecd6ad37-e26d-48e1-9ba6-f3f955b6d3a6.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "ENGLISH HERITAGE"
published: "2022-04-14"
---

# Consultancy services in relation to the establishment of English Heritage's investment strategy and framework

Buyer: ENGLISH HERITAGE  
Current stage: Award  
OCID: ocds-b5fd17-ecd6ad37-e26d-48e1-9ba6-f3f955b6d3a6

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## Summary

The procurement process, initiated by English Heritage, involves consulting services to establish their investment strategy and framework. This tender, titled "Consultancy services in relation to the establishment of English Heritage's investment strategy and framework," falls under the financial consultancy category and was executed through a Request for Quotation (RFQ) method. The contract, valued at £30,000, is located in London and has an active contract period starting from 19 April 2022 and ending on 1 December 2022. The tender was awarded to JF Financial Management Ltd on 13 April 2022, with a total contract value of £25,445.

This tender presents a strategic opportunity for small and medium-sized enterprises (SMEs) specialising in financial consultancy services. Businesses with expertise in investment strategy development, particularly those experienced in working with heritage or cultural organisations, would be particularly well-suited to compete for future opportunities in this sector. Engaging with English Heritage and similar organisations can facilitate growth and expand service offerings within the financial consultancy landscape.

## Notice

Consultancy services in relation to the establishment of English Heritage's investment strategy and framework

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/04d2811d-ebf1-4ad8-8e78-07648af1daee |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - RFQ |
| Tender suitability | SME |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 14 Apr 2022 |
| Submission deadline | 2 Mar 2022 |
| Future notice date | Not specified |
| Award date | 12 Apr 2022 |
| Contract period | 18 Apr 2022 - 1 Dec 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £30,000 |
| Lots value | Not specified |
| Awards value | £25,445 |
| 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 | ENGLISH HERITAGE |
| Locality | LONDON |
| Post town | Central London |
| Postcode | EC1N 2ST |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI36 Camden |
| Local authority | Camden |
| Electoral ward | Holborn & Covent Garden |
| Westminster constituency | Holborn and St Pancras |
| Delivery location | TLI London |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | JF FINANCIAL MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66171000 - Financial consultancy services

## Release History

- 14 Apr 2022 at 10:20 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/04d2811d-ebf1-4ad8-8e78-07648af1daee

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/04d2811d-ebf1-4ad8-8e78-07648af1daee
  14th April 2022 - 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-ecd6ad37-e26d-48e1-9ba6-f3f955b6d3a6. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-ecd6ad37-e26d-48e1-9ba6-f3f955b6d3a6.json.