---
title: "Affordable Homes Independent Advisor"
ocid: "ocds-h6vhtk-077d27"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-077d27"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-077d27.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-077d27.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "Beyond Housing"
published: "2026-09-30"
---

# Affordable Homes Independent Advisor

Buyer: Beyond Housing  
Current stage: Tender  
OCID: ocds-h6vhtk-077d27

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-077d27)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-077d27.json)

## Summary

Beyond Housing Limited is seeking an independent financial adviser to support customers buying its homes. The service covers affordability assessments and financial advice for sales customers, including anti-money-laundering checks, financial assessments for low-cost homeownership purchases in line with capital funding guidance, and mortgage illustrations. Illustrations are required for shared ownership, discount market sale and outright purchases. This is a financial consultancy service for a housing provider, rather than a contract to build or supply homes. Beyond Housing is based in Scarborough; the requirement relates to its sales customers, but no specific delivery location is stated.

Beyond Housing invited offers through an open competition under a below-threshold procedure. The tender submission deadline was 14 October 2026 at 13:00. The contract period is 1 January 2027 to 31 December 2030. The published estimated value is recorded as zero, so it does not provide a usable indication of the contract’s financial scale. There is one lot. Bids are assessed on a combined price and quality basis: price carries 40% of the marks and quality 60%. Suppliers submit bids electronically through the Intend platform, and registration on that platform is required to submit. The process is at the tender stage; the buyer has invited offers.

This opportunity is suited to financial advisory firms able to work directly with prospective homebuyers and assess whether purchases are affordable. Relevant capability includes carrying out anti-money-laundering checks, preparing financial assessments that follow capital funding guidance for low-cost homeownership, and producing mortgage illustrations across shared ownership, discount market sale and outright purchase. Suppliers should be able to support customers across these different purchase routes and provide advice that is independent of the home sale. The requirement calls for both advisory and assessment work, so bidders need suitable financial expertise and capacity to handle customer-facing cases. The evaluation gives quality a greater weighting than price, making the strength and suitability of the proposed service important alongside cost.

## Notice

Provide independent financial advice and affordability assessments for Beyond Housing sales customers. This will include ant-money laundering (AML) checks, financial assessments in line with capital funding guidance for low-cost homeownership purchases and mortgage illustrations for shared ownership, discount market sale and outright purchases.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/092187-2026 |
| Notice type | UK4 - Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Below threshold - open competition |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 30 Sep 2026 |
| Submission deadline | 14 Oct 2026 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 1 Jan 2027 - 31 Dec 2030 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | Beyond Housing |
| Locality | SCARBOROUGH |
| Postcode area | York |
| Postcode | YO12 7BH |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE2 North Yorkshire |
| ITL 3 | TLE22 North Yorkshire |
| Local authority | North Yorkshire |
| Electoral ward | Castle |
| Westminster constituency | Scarborough and Whitby |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66171000 - Financial consultancy services

## Release History

- 30 Sep 2026 at 10:06 - Tender - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/092187-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/092187-2026
  30th September 2026 - Tender notice on Find a Tender
- https://in-tendhost.co.uk/beyondhousing/aspx/Home
  Bidders must register on the Intend Platform in order to submit bids

## 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-077d27. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-077d27.json.