Source: https://tendernation.io/opportunities/01a13bd0-0540-70bb-8411-db281e645ad2/investment-advisory-services

awarded GB open procedure Suitable for SMEs

# Investment advisory services

[The Crown Estate](https://tendernation.io/buyers/the-crown-estate)

Estimated value

£4,950,000

Published

9 Apr 2026

Deadline

Closed

12 Dec 2025

## Who can bid

- Buyer says suitable for SMEs

    The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid.
- Split into 8 lots

    You can usually bid for just the lots you can deliver.
- Sets up a framework

    Winning a place does not guarantee work: contracts are awarded later as call-offs, and the list usually stays closed for years.
- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

[More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses)

## About this tender

The Crown Estate sought to appoint investment advisors to a framework for investment advisory services. The successful tenderers will provide support to The Crown Estate's Investment team. The focus of this tender was for real estate investment activity within The Crown Estate's Urban and Windsor & Rural businesses.

This notice relates to previous Tender Notice reference 2025/S 000-072314 with procurement identifier OCID: ocds-h6vhtk-05dd71.

## CPV classification

Financial and insurance services

Source

Find a Tender (UK) · Notice ocds-h6vhtk-05dd71-2026-04-09T11:18:05+01:00

[View official notice](https://www.find-tender.service.gov.uk/Notice/ocds-h6vhtk-05dd71-2026-04-09T11:18:05+01:00)

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