---
title: "Financial Advisor Services"
ocid: "ocds-h6vhtk-02e4e7"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02e4e7"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02e4e7.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02e4e7.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "UNIVERSITY OF BATH"
published: "2021-09-27"
---

# Financial Advisor Services

Buyer: UNIVERSITY OF BATH  
Current stage: Award  
OCID: ocds-h6vhtk-02e4e7

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## Summary

The University of Bath is conducting a tender for Financial Advisor Services, aimed at effectively managing its investment funds. This process is classified under financial consultancy services and falls within the services procurement category. As of now, the procurement stage is complete, with the contract valued at £400,000 signed on 23 July 2021. The procurement method employed is an open procedure, and the delivery location is in the South West of England.

This tender presents a significant opportunity for small and medium enterprises (SMEs) that specialise in financial consultancy to engage with a reputable educational institution. Businesses with experience in investment advising, service quality, and efficient delivery mechanisms are particularly well-suited to compete in this tender. The competitive bidding environment, which featured eight submissions with values ranging from £40,000 to £328,000, suggests that there is potential for substantial business growth for those who can meet the criteria set forth by the University of Bath.

## 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/023927-2021 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 27 Sep 2021 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | 22 Jul 2021 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £400,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## 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) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MERCER |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66171000 - Financial consultancy services

## Release History

- 27 Sep 2021 at 11:15 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/023927-2021

## Notice URLs

- http://www.delta-esourcing.com
- https://ted.europa.eu/udl?uri=TED:NOTICE:333333-2021:TEXT:EN:HTML
- https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=628516212
- https://www.delta-esourcing.com/respond/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-02e4e7. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02e4e7.json.