RFP QuestBeta
ClosedStage · planning

Royal Berkshire NHS Foundation Trust

Charitable funds Investment advice

Financial ServicesCPV 66100000
Value£100k
Deadline8 Jun 2026
Published31 Mar 2026
RegionNationwide
Timeline
Published 31 Mar 2026ClosedCloses 8 Jun 2026
Who to contact
Neil Dowdell
neil.dowdell@royalberkshire.nhs.uk
118636637

The procurement contact named on the official notice.

Contract value in context
£100ktotal contract value
median £150k
this tender£0£4.7m

This sits in the lower-middle of the Financial & Insurance Services band — a mid-scale opportunity. Based on 8,013 valued Financial & Insurance Services tenders in our corpus.

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The brief

The Royal Berkshire Charity maintains significance funds and is looking to invest these for the benefit of the charity.

The charity is seeking a provider who will be able to provide advice on suitable investment opportunities for it's funds.

Potential bidders will be required to have a proven track record of Charitable funds investment advice and a documented policy of ethical investments appropriate to the charitable and healthcare sectors.

Bidders will be expected to be able demonstrate this as part of the selection process.

Key requirements

What the supplier must deliver

01

The charity is seeking a provider who

The charity is seeking a provider who will be able to provide advice on suitable investment opportunities for it's funds.

02

Potential bidders will be required to have

Potential bidders will be required to have a proven track record of Charitable funds investment advice and a documented policy of ethical investments appropriate to the charitable and healthcare sectors.

03

Bidders will be expected to be able

Bidders will be expected to be able demonstrate this as part of the selection process.

Derived from the notice text — always confirm against the original documents.

Buyer intelligence

Make the case to bid

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Source & provenance
OCID
ocds-h6vhtk-0678ba
Stage
planning · Planning
Source
Find a Tender
Buyer ref
029504-2026
View the original notice on Find a Tender

Contains public sector information licensed under the Open Government Licence v3.0. Source data © Crown copyright.

Market context

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