---
title: "Independent Investment Adviser Services"
ocid: "ocds-h6vhtk-05d819"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05d819"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-05d819.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-05d819.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "LONDON BOROUGH OF BROMLEY"
published: "2026-01-09"
---

# Independent Investment Adviser Services

Buyer: LONDON BOROUGH OF BROMLEY  
Current stage: Award  
OCID: ocds-h6vhtk-05d819

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## Summary

The London Borough of Bromley has completed the procurement process for "Independent Investment Adviser Services" targeting the sub-central government public authority category. This procurement, organised using the open procedure method, involved selecting a service provider to furnish investment advisory services for Bromley's Pensions Committee. The contract, valued at £201,000 gross with a completion value of £2,412,000, includes the production of quarterly analyses, recommendations on investment strategies, and an annual climate change report. This award stage, set to commence on 1st April 2026 and conclude on 31st March 2032, was posted on 9th January 2026 with key dates for award milestones projected between 22nd January 2026 and final acceptance by the Pensions Committee.

This tender opens various avenues for business growth, particularly for firms specialising in investment advisory services, notably those with expertise in pension investment services. Companies with a strong background in financial analysis, asset allocation, climate-related financial risk assessment, and effective investment performance measurement stand to benefit. The opportunity suits SMEs with substantial experience in local government pension schemes and a comprehensive approach to governance, strategic investment insights, and responsible investment practices. Additionally, firms bringing innovation and value for money propositions, as outlined in the tender's award criteria, would find this contract particularly rewarding for business expansion in the public sector advisory space.

## Notice

The Adviser must produce quarterly analyses and recommendations for the Pensions Committee meetings, attend the Committee meetings in person to brief the Committee on performance. Recommendations will be related to changes in the investment asset allocations and other matters as detailed in the Service Description section below. The adviser will give an opinion on Bromley's investments in equities, bonds, property, and other asset classes at key dates, and support the committee in scrutinising investment managers' performance. Furthermore, the adviser will be expected to maintain and update Bromley's climate change annual report.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/001755-2026 |
| Notice type | UK6 - Contract Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME, VCSE |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 9 Jan 2026 |
| Submission deadline | 1 Dec 2025 |
| Future notice date | Not specified |
| Award date | 31 Dec 2025 |
| Contract period | 31 Mar 2026 - 31 Mar 2032 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £210,000 |
| Lots value | £210,000 |
| Awards value | £201,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Complete |
| Awards status | Pending |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | LONDON BOROUGH OF BROMLEY |
| Locality | BROMLEY |
| Post town | Bromley |
| Postcode | BR1 1DP |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI6 Outer London - South |
| ITL 3 | TLI61 Bromley |
| Local authority | Bromley |
| Electoral ward | Bromley Town |
| Westminster constituency | Bromley and Biggin Hill |
| Delivery location | TLI61 Bromley |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | APEX INVESTMENT ADVISERS |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services

## Release History

- 9 Jan 2026 at 11:23 - Award - UK6 - Contract Award Notice - https://www.find-tender.service.gov.uk/Notice/001755-2026
- 31 Oct 2025 at 14:07 - Tender - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/070121-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/001755-2026
  9th January 2026 - Contract award notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/070121-2025
  31st October 2025 - Tender notice on Find a Tender

## Notice URLs

- https://www.apexgroup.com/apex-invest/investment-advisory-services/
- 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-05d819. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-05d819.json.