Tender for Independent Financial Advice
The Deputyship Team is now seeking to secure the services of an Independent Financial Adviser for its clients who have significant assets.
United Kingdom-Nottingham: Financial and insurance services
Section I: Contracting authority
I.1)Name and addresses
Loxley House, Station Street
Contact person: Mr Anthony Davidson
Telephone: +44 1158763566
NUTS code: UKF14
I.4)Type of the contracting authority
Section II: Object
CPU1969 Independent Financial Advice.
II.1.2)Main CPV code
II.1.3)Type of contract
Nottingham City Council’s Deputyship Team manages the property and financial affairs of older people and vulnerable clients, who lack mental capacity to manage these themselves. The Deputyship Team is now seeking to secure the services of an Independent Financial Adviser for its clients who have significant assets.
II.1.6)Information about lots
II.2.3)Place of performance
II.2.4)Description of the procurement:
This is an open tender to procure Independent Financial Advice to older people and vulnerable clients with assets above 75 000 GBP.
The successful provider will be a registered member of the Society of Later Life Advisers (SOLLA) and hold either a Diploma in Financial Planning or a Diploma in Regulated Financial Planning.
The contract award will be based upon the most economically advantageous tender.
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
The contract maybe extended for a further 36 months in 12 months increments.
II.2.10)Information about variants
II.2.11)Information about options
II.2.13)Information about European Union funds
Section III: Legal, economic, financial and technical information
Section IV: Procedure
IV.1.1)Type of procedure
IV.1.8)Information about the Government Procurement Agreement (GPA)
IV.2.2)Time limit for receipt of tenders or requests to participate
IV.2.4)Languages in which tenders or requests to participate may be submitted:
IV.2.7)Conditions for opening of tenders
Section VI: Complementary information
VI.1)Information about recurrence
VI.5)Date of dispatch of this notice: