Contract award record
CPU 4968 Invitation to Quote for the provision of Independent Financial Advice
Tender value £60,000
Notice details
- Published
- Category
- services
- Buyer region
- East Midlands
- Source
- View official notice
Public buyer and contract winner
Public buyer
Nottingham City Councilawarded to
Contract winner
Samra Wealth Management Ltd part of St James Place wealth ManageAward value£56,000
- AwardedCompleted
- StartCompleted
- EndCompleted
Work 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.