Closed

Framework for the provision of investment advisory services for real estate investment activity within The Crown Estate's Urban and Windsor & Rural businesses.

The Crown Estate · Central government

In brief

The Crown Estate was looking for suppliers for financial services work. Bidding has closed and no award has been published yet.

It is a framework worth up to £4,950,000 excluding VAT: the most the buyer expects to spend across all suppliers, not one contract.

The contract runs for 4 years, starting 1 March 2026.

It is split into 8 lots, so a supplier can bid for part of the work.

The buyer says it is suitable for small and medium-sized businesses.

Built from the notice's own fields. Always check the official notice before you bid.

What the notice says

The Crown Estate is seeking 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 is for real estate investment activity within The Crown Estate's Urban and Windsor & Rural businesses.

Lots

LotTradeValue
General
1 March 2026 to 28 February 2030
What this lot covers

Please see Appendix A - Scope of Services

Financial services and insurance£1,000,000
Retail & Leisure
1 March 2026 to 28 February 2030
What this lot covers

For lot 2, please see Appendix A - Scope of Services

Financial services and insurance£750,000
Residential
1 March 2026 to 28 February 2030
What this lot covers

For lot 3, please see Appendix A - Scope of Services

Financial services and insurance£500,000
Science & Innovation
1 March 2026 to 28 February 2030
What this lot covers

For lot 4, please see Appendix A - Scope of Services

Financial services and insurance£1,000,000
Rural
1 March 2026 to 28 February 2030
What this lot covers

For lot 5, please see Appendix A - Scope of Services

Financial services and insurance£750,000
Strategic and Development Land
1 March 2026 to 28 February 2030
What this lot covers

For lot 6, please see Appendix A - Scope of Services

Financial services and insurance£250,000
Natural Capital Markets
1 March 2026 to 28 February 2030
What this lot covers

For lot 7, please see Appendix A - Scope of Services

Financial services and insurance£200,000
Corporate Advisory and Partnership Structuring
1 March 2026 to 28 February 2030
What this lot covers

For the services which may be called off under lot 8, please see Appendix A - Scope of Services

Financial services and insurance£500,000

Timeline

  1. Tender notice · UK4, notice 072314-2025

About the buyer

The Crown EstateLast 12 months

Procurements

96

Awards

42

Suppliers it has used most for financial services

  1. King's Trust DBS and Vetting Services

    The King's TrustUK-wideFinancial services and insurance, IT services and software

    Closing soon1 hour leftSuitable for SMEsSmall contract

    £65kestimated
  2. Provision of Insurance and Related Services to ForHousing

    Forhousing Devco LimitedUK-wideFinancial services and insurance

    Closing soon13 hours leftExpress interest6 lotsSuitable for SMEs

    £11.2mestimated
  3. Pensions Administration Operational Support Service Framework

    Norfolk County CouncilUK-wideFinancial services and insurance

    Closing soon27 hours left5 lotsSuitable for SMEsFramework

    £130mframework ceiling
  4. Provision of Insurance and Related Services to Yorkshire Housing

    Yorkshire Housing LimitedUK-wideFinancial services and insurance, Vehicles and fleet

    Closing soonNew30 hours leftExpress interest8 lotsSuitable for SMEs

    £13.6mestimated
  5. Legal Services Framework

    Castles and CoastsUK-wideLegal services, Financial services and insurance

    Closing soon2 days leftExpress interest5 lotsSuitable for SMEsFramework

    £3mframework ceiling

From notice 072314-2025 on Find a Tender, first published 10 November 2025. We last checked for changes on 27 September 2026.