CPU 4968 Invitation to Quote for the provision of Independent Financial Advice
key details
| Value | £60,000 |
|---|---|
| Status | complete |
| Category (CPV) | 66171000 |
| Deadline | 7 Aug 2022 |
| Contract start | 1 Sept 2022 |
| Contract end | 31 Aug 2025 |
| SME suitable | Yes |
| OCID | ocds-b5fd17-787daa29-7f6f-4063-a47c-e0bd1d69ddc8 |
Award
| Supplier | Value | Date | Status |
|---|---|---|---|
| Samra Wealth Management Ltd part of St James Place wealth Manage | £56,000 | 31 Aug 2022 | active |
description
This contract will be for provision of Independent Financial Advice (IFA), including care fees planning, which should be individually tailored to each client's personal and financial circumstances, with the aim of maximising the clients' income and assets.
The contract will involve the provision of IFA for any client whose assets are, or rise above, £30,000 during the contract period.
notice history
1 notice published against this procurement.
| Published | Type | Regime | Notice |
|---|---|---|---|
| 2 Nov 2022 | Award (award) | · | 2987c5f9-432c-4ae8-9ab2-744a273f536b-586094 |
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source
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