Awarded

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

Descriptions

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.

Timeline

Published Date :

2nd Nov 2022 2 years ago

Deadline :

7th Aug 2022 2 years ago

Tender Awarded :

1 Supplier

Awarded date :

1st Sep 2022

Contract Start :

1st Sep 2022

Contract End :

31st Aug 2025

Tender Regions

UK

CPV Codes

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Workflows

Status :

Awarded

Assign to :

Tender Progress :

0%

Details

Notice Type :

Open opportunity

Tender Identifier :

IT-378-246-T: 2024 - 001

TenderBase ID :

310724019

Low Value :

£100K

High Value :

£1000K

Region :

North Region

Attachments :

Buyer Information

Address :

Liverpool Merseyside , Merseyside , L13 0BQ

Website :

N/A

Procurement Contact

Name :

Tina Smith

Designation :

Chief Executive Officer

Phone :

0151 252 3243

Email :

tina.smith@shared-ed.ac.uk

Possible Competitors

1 Possible Competitors