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

> Contract award record from UK public-sector procurement sources.

## Key facts

- Public buyer: [Nottingham City Council](/buyers/nottingham-city-council/contract-awards)
- Contract winner: Samra Wealth Management Ltd part of St James Place wealth Manage
- Award value: £56,000
- Tender value: £60,000
- Award date: 1 September 2022
- Published: 2 November 2022
- Contract start: 1 November 2022
- Contract end: 31 August 2025
- Stage: awarded
- Procurement category: services
- Notice ID: 2987c5f9-432c-4ae8-9ab2-744a273f536b-586094
- OCID: ocds-b5fd17-787daa29-7f6f-4063-a47c-e0bd1d69ddc8

## 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\.

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## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/2987c5f9-432c-4ae8-9ab2-744a273f536b-586094)