Awarded

Independent Financial Advisor - Deputyship

Descriptions

Independent Financial Advisor service for vulnerable adults - review assets and investment advice

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Timeline

Published Date :

16th Apr 2026 Yesterday

Deadline :

11th Mar 2026 1 months ago

Contract Start :

N/A

Contract End :

N/A

Tender Regions

Keywords

asset management

fund oversight

capital raising

deal origination

IPO advisory

fund management

deal processing

discretionary management

underwriting services

investment portfolio

payment consultancy

financial restructuring

transaction processing

trade clearinghouse

portfolio advisory

wealth management

financial consulting

investment banking

structured finance

investment planning

clearinghouse operations

corporate finance

back-office processing

financial advisory

clearinghouse facilitation

mergers & acquisitions advice

corporate advisory services

financial operations consulting

financial asset allocation

client portfolio services

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Workflows

Status :

Awarded

Procedure :

N/A

Suitable for SME :

Yes

Nationwide :

No

Assign to :

Tender Progress :

0%

Details

Notice Type :

Tender

Tender Identifier :

IT-378-246-T: 2024 - 001

Tenderbase ID :

310724019

Low Value :

£100K

High Value :

£1000K

Buyer Information

Address :

Liverpool Merseyside , Merseyside , L13 0BQ

Website :

N/A

Procurement Contact

Name :

Tina Smith

Phone :

0151 252 3243

Email :

tina.smith@shared-ed.ac.uk