CPU 4968 Invitation to Quote for the provision of Independent Financial Advice

Nottingham City CouncilcontractContracts FinderRef NOTTCITY001-DN623324-76144197SME suitablecomplete
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Estimated value

£60k

Awarded value

£56k

Awarded 31 Aug 2022

Suppliers

1

Lots

1

1 awarded

Published

02 Nov 2022

Deadline 07 Aug 2022

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.

Scope

Reference
NOTTCITY001-DN623324-76144197
Total value
£60,000 excluding VAT
Commercial tool
Standalone contract
Contract dates
31 Aug 2022 to 30 Aug 2025
CPV classifications
66171000
Particular suitability
Small and medium-sized enterprises (SME)

Submission & procedure

Submission deadline
07 Aug 2022, 11:00 am

Award details

Awarded supplier(s), contract period and value as published in the award notice.

Awarded value

£56k

Award date

31 Aug 2022

Contract start

31 Aug 2022

Contract end

30 Aug 2025