Published date: 2 November 2022

Awarded contract - This means that the contract has been awarded to a supplier.


Closing: 7 August 2022, 12pm

Contract summary

Industry

  • Financial consultancy services - 66171000

Location of contract

United Kingdom

Value of contract

£60,000

Procurement reference

NOTTCITY001-DN623324-76144197

Published date

2 November 2022

Closing date

7 August 2022

Closing time

12pm

Contract start date

1 September 2022

Contract end date

31 August 2025

Contract type

Service contract

Procedure type

Not applicable

Contract is suitable for SMEs?

Yes

Contract is suitable for VCSEs?

No

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.

Award information

Awarded date

1 September 2022

Contract start date

1 November 2022

Contract end date

31 August 2025

Total value of contract

£56,000

This contract was awarded to 1 supplier.

Samra Wealth Management Ltd part of St James Place wealth Manage

Address

42 Wollaton Rd
Nottingham,
Nottinghamshire
NG9 2NR

Reference

None

Supplier is SME?

Yes

Supplier is VCSE?

No

About the buyer

Contact name

Utari Wytchard

Address

Loxley House
Station Street
Nottingham
NG2 3NG
United Kingdom

Telephone

+44 1159155555

Email

utari.wytchard@nottinghamcity.gov.uk

Website

http://www.nottinghamcity.gov.uk