---
title: "Charitable funds Investment advice"
ocid: "ocds-h6vhtk-0678ba"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0678ba"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-0678ba.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-0678ba.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "ROYAL BERKSHIRE NHS FOUNDATION TRUST"
published: "2026-03-31"
---

# Charitable funds Investment advice

Buyer: ROYAL BERKSHIRE NHS FOUNDATION TRUST  
Current stage: Planning  
OCID: ocds-h6vhtk-0678ba

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0678ba)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-0678ba.json)

## Summary

The Royal Berkshire NHS Foundation Trust is inviting bids for a contract focused on charitable funds investment advice, a process currently in the planning stage with an open procedure procurement method. The trust seeks a provider to identify suitable investment options for its significant charity funds. The procurement process is categorised under banking and investment services, with submissions to be made electronically via the Atamis Portal. Located in Reading, within the United Kingdom, the respective period for tender submissions concludes on 8th June 2026, followed by the award period ending on 17th July 2026. The contract is scheduled to run from 1st August 2026 to 31st July 2030. Interested parties are advised to note the planned communication regarding future notices on 7th May 2026.

This tender offers an excellent opportunity for firms with expertise in providing investment advice within the charitable sector, particularly those with a focus on ethical investments suited to healthcare charities. Businesses with a proven track record in these areas are well-positioned to compete, with possibilities for growth stemming from the significant funds managed by the Royal Berkshire Charity. The open procedure allows for broader participation and could facilitate the development of long-term partnerships with a public authority in central government, enhancing reputation and expanding service offerings within the healthcare and charity investment advisory domains.

## Notice

The Royal Berkshire Charity maintains significance funds and is looking to invest these for the benefit of the charity. The charity is seeking a provider who will be able to provide advice on suitable investment opportunities for it's funds. Potential bidders will be required to have a proven track record of Charitable funds investment advice and a documented policy of ethical investments appropriate to the charitable and healthcare sectors. Bidders will be expected to be able demonstrate this as part of the selection process.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/029504-2026 |
| Notice type | UK3 - Planned Procurement 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 | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 31 Mar 2026 |
| Submission deadline | 8 Jun 2026 |
| Future notice date | 7 May 2026 |
| Award date | Not specified |
| Contract period | 31 Jul 2026 - 31 Jul 2030 |
| Recurrence | 2030-05-01 |

## Values

| Field | Value |
| --- | --- |
| Tender value | £100,000 |
| Lots value | £100,000 |
| 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 | ROYAL BERKSHIRE NHS FOUNDATION TRUST |
| Locality | READING |
| Post town | Reading |
| Postcode | RG1 5AN |
| Country | England |
| ITL 1 | TLJ South East (England) |
| ITL 2 | TLJ1 Berkshire, Buckinghamshire and Oxfordshire |
| ITL 3 | TLJ16 Berkshire West |
| Local authority | Reading |
| Electoral ward | Redlands |
| Westminster constituency | Reading Central |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services

## Release History

- 31 Mar 2026 at 09:58 - Planning - UK3 - Planned Procurement Notice - https://www.find-tender.service.gov.uk/Notice/029504-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/029504-2026
  31st March 2026 - Planned procurement notice on Find a Tender

## Notice URLs

- https://atamis-1928.lightning.force.com/
- https://www.legislation.gov.uk/ukpga/2023/54/contents
- https://www.royalberkshire.nhs.uk/

## 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-0678ba. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-0678ba.json.