---
title: "Investment Agency Advisory Services"
ocid: "ocds-h6vhtk-051b5f"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-051b5f"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-051b5f.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-051b5f.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "THE CROWN ESTATE"
published: "2025-05-21"
---

# Investment Agency Advisory Services

Buyer: THE CROWN ESTATE  
Current stage: Planning  
OCID: ocds-h6vhtk-051b5f

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-051b5f)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-051b5f.json)

## Summary

The Crown Estate, a central government body located in London, is in the planning stage for a tender titled "Investment Agency Advisory Services," intended to set up a framework for investment advice within the "Investment banking services and related services" sector. This public procurement, conducted under an open procedure, plans to invite bids for service delivery across the United Kingdom. The estimated value of this contract is £12,000,000 (gross value £14,400,000) and aims to initiate on 1st November 2025, lasting until 1st November 2028. A future notice related to this procurement is anticipated to be disseminated by 1st July 2025.

This tender represents a significant opportunity for businesses, particularly those specialising in financial advisory services, to expand their operations by providing expert investment advice under a framework agreement. The procurement process is structured to encourage participation from small and medium-sized enterprises (SMEs), making it an attractive prospect for such businesses looking to collaborate with a prominent government agency like The Crown Estate. Participating in this contract can help businesses gain a strong foothold in the public sector financial advisory service market, leading to substantial growth and increased market recognition.

## Notice

A framework to provide investment advice

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/024097-2025 |
| Notice type | UK1 - Pipeline Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 21 May 2025 |
| Submission deadline | Not specified |
| Future notice date | 1 Jul 2025 |
| Award date | Not specified |
| Contract period | 1 Nov 2025 - 1 Nov 2028 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £12,000,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planned |
| Lots status | Planned |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | THE CROWN ESTATE |
| Locality | LONDON |
| Post town | South West London |
| Postcode | SW1Y 4AH |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI35 Westminster and City of London |
| Local authority | Westminster |
| Electoral ward | St James's |
| Westminster constituency | Cities of London and Westminster |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 21 May 2025 at 14:17 - Planning - UK1 - Pipeline Notice - https://www.find-tender.service.gov.uk/Notice/024097-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/024097-2025
  21st May 2025 - Pipeline notice on Find a Tender

## Notice URLs

- https://www.legislation.gov.uk/ukpga/2023/54/contents

## 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-051b5f. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-051b5f.json.