---
title: "Market Engagement - Specialist Financial Advice and Income Maximisation Service"
ocid: "ocds-h6vhtk-064c6c"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-064c6c"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-064c6c.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-064c6c.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "PEMBROKESHIRE COUNTY COUNCIL"
published: "2026-02-10"
---

# Market Engagement - Specialist Financial Advice and Income Maximisation Service

Buyer: PEMBROKESHIRE COUNTY COUNCIL  
Current stage: Planning  
OCID: ocds-h6vhtk-064c6c

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## Summary

Pembrokeshire County Council is in the planning phase of retendering the Specialist Financial Advice and Income Maximisation Service, catering to the Pembrokeshire region in the United Kingdom. The procurement process falls under the services category, with industry classifications covering financial, benefit, social work, and other community services. The upcoming Market Engagement Event is key, scheduled for 6th March 2026, from 09:00 to 11:00 am, at the Pembrokeshire Archives in Haverfordwest. Interested parties need to register by 4th March 2026 to receive prior specifications and participate in the event. The contract, which is planned to begin on 4th January 2027, will run until 3rd January 2029, with an option to extend until 2031.

This tender presents a significant business opportunity, particularly benefiting small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs), meeting the suitability criteria. The contract's scope offers a chance for businesses providing financial and social services to grow by delivering a comprehensive advice service across Pembrokeshire. With an estimated gross value of £1,217,633, participating businesses will not only expand their client base but also reinforce their market presence in a strategic public sector venture.

## Notice

Market Engagement for a Specialist Financial Advice and Income Maximisation Service throughout Pembrokeshire

### Planning Information

Pembrokeshire County Council will shortly be retendering their Specialist Financial Advice and Income Maximisation Service for Pembrokeshire.
To inform the shape of the future service, we are looking to undertake a Market Engagement Event.
Should you wish to attend and to aid discussion, upon providing your registration information to us, we will issue a copy of the previous specification which we would welcome comment on during the event. 
The Market Engagement Event will be held in person in Pembrokeshire Archives, Haverfordwest.
Date: 06/03/2026
Time: 09:00 - 11.00 am
Venue: Pembrokeshire Archives, Haverfordwest, Pembrokeshire, SA61 2PE
Telephone: 01437 775540
If you are planning to attend, please provide the following information by no later than 12:00pm on 04/03/2026 to sinead.henehan@pembrokeshire.gov.uk
1) Your organisation.
2) The names of representatives who will be attending on your organisation's behalf.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/011836-2026 |
| Notice type | UK2 - Preliminary Market Engagement Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | SME, VCSE |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 10 Feb 2026 |
| Submission deadline | Not specified |
| Future notice date | 29 Jun 2026 |
| Award date | Not specified |
| Contract period | 4 Jan 2027 - 3 Jan 2029 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,014,694 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | PEMBROKESHIRE COUNTY COUNCIL |
| Locality | PEMBROKESHIRE |
| Post town | Swansea |
| Postcode | SA61 1TP |
| Country | Wales |
| ITL 1 | TLL Wales |
| ITL 2 | TLL4 Mid and South West Wales |
| ITL 3 | TLL42 South West Wales |
| Local authority | Pembrokeshire |
| Electoral ward | Haverfordwest: Castle |
| Westminster constituency | Mid and South Pembrokeshire |
| Delivery location | TLL1 West Wales and The Valleys |

## CPV Codes

### Divisions

- 66 - Financial and insurance services
- 75 - Administration, defence and social security services
- 85 - Health and social work services
- 98 - Other community, social and personal services

### Codes

- 66000000 - Financial and insurance services
- 75310000 - Benefit services
- 85300000 - Social work and related services
- 98000000 - Other community, social and personal services

## Release History

- 10 Feb 2026 at 12:34 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/011836-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/011836-2026
  10th February 2026 - Preliminary market engagement 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-064c6c. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-064c6c.json.