---
title: "Financial Advisor Services"
ocid: "ocds-h6vhtk-02a950"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02a950"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02a950.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02a950.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "UNIVERSITY OF BATH"
published: "2021-04-22"
---

# Financial Advisor Services

Buyer: UNIVERSITY OF BATH  
Current stage: Tender  
OCID: ocds-h6vhtk-02a950

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02a950)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-02a950.json)

## Summary

The University of Bath is currently initiating a tender for Financial Advisor Services, with a budget of £50,000. This procurement falls under the financial consultancy services category and is aimed at suppliers in the South West region of England. The open procedure for this tender allows all interested parties to submit their bids. The submission deadline is set for 25 May 2021, with the contract period anticipated to commence on 22 June 2021 and continue until 30 April 2031.

This tender presents significant opportunities for small and medium enterprises (SMEs) specialising in financial consultancy services. Businesses that can demonstrate effective management of investment funds and align their services with good industry practices would be well-suited to compete for this contract. Participation in this procurement not only offers the potential for direct financial engagement with a reputable institution but also enhances the profile and credibility of the businesses involved in this sector.

## 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.

### Lot Information

Lot 1

The University of Bath is seeking an investment adviser and you have been invited to tender for the role. 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. Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/BU237449RP

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/008671-2021 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| 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 | 21 Jun 2021 - 30 Apr 2031 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £50,000 |
| Lots value | £50,000 |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Active |
| 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 17:25 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/008671-2021

## Notice URLs

- http://www.delta-esourcing.com
- https://www.delta-esourcing.com/respond/BU237449RP
- https://www.delta-esourcing.com/tenders/UK-UK-Bath:-Financial-consultancy-services./BU237449RP
- https://www.delta-esourcing.com/tenders/UK-title/BU237449RP

## 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-h6vhtk-02a950. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02a950.json.