AwardedAwarded 31 December 2025

Independent Investment Adviser Services

London Borough of Bromley · Local authority

In brief

London Borough of Bromley awarded financial services work to Apex Investment Advisers Limited on 31 December 2025.

The notice gives a value of £210,000 excluding VAT.

The contract runs for 6 years, starting 1 April 2026.

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 Adviser must produce quarterly analyses and recommendations for the Pensions Committee meetings, attend the Committee meetings in person to brief the Committee on performance. Recommendations will be related to changes in the investment asset allocations and other matters as detailed in the Service Description section below. The adviser will give an opinion on Bromley's investments in equities, bonds, property, and other asset classes at key dates, and support the committee in scrutinising investment managers' performance. Furthermore, the adviser will be expected to maintain and update Bromley's climate change annual report.

Who won

WinnerValueDates
Apex Investment Advisers Limited (SME)
1 bid received
£201,000
Awarded 31 December 2025

Values as the award notice gives them, excluding VAT where stated.

Timeline

  1. Tender notice · UK4, notice 070121-2025
  2. Contract award notice · UK6, notice 001755-2026

About the buyer

Procurements

101

Awards

56

Suppliers it has used most for financial services

  1. Motor Fleet Insurance Renewal

    James Paget University Hospitals NHS Foundation TrustNorth East, North West, Yorkshire and the Humber, East Midlands, West Midlands, East of England, London, South East, South WestFinancial services and insurance

    Open9 days left

    £21kestimated
  2. ESNEFT 3197 Charitable Funds Investment

    East Suffolk and North Essex NHS Foundation TrustNorth East, North West, Yorkshire and the Humber, East Midlands, West Midlands, East of England, London, South East, South WestFinancial services and insurance

    Open11 days leftExpress interestSuitable for SMEs

    £278kestimated
  3. CS-People: Group Medical Insurance & Accidental Insurance for Country Based Staff (and their dependents) of British High Commission in India

    Foreign, Commonwealth and Development OfficeLondonFinancial services and insurance

    Open31 days leftExpress interestSuitable for SMEs

    £2.2mestimated
  4. The Provision of Firefighter Pension and Administration and Pensioner Payroll Services

    Cleveland Fire AuthorityNorth East, North West, Yorkshire and the Humber, East Midlands, West Midlands, East of England, London, South East, South WestFinancial services and insurance

    Open34 days leftSuitable for SMEs

    £500kestimated

From notice 070121-2025 on Find a Tender, first published 31 October 2025, last updated 9 January 2026. We last checked for changes on 28 September 2026.