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    ContractsFinancial Advice and Income Maximization Support
    Awarded contract

    Financial Advice and Income Maximization Support

    Awarded
    £151.3k
    Published 25 Sept 2026

    Specialist financial advice service to help staff and patients identify opportunities to increase their income and improve financial situations.

    🇬🇧United Kingdom· North EastPublished 25 Sept 2026· 1 month agoviaFind a Tender
    Awarded
    £151.3k
    Published 25 Sept 2026

    Decision brief

    4 fields
    • Contract value
      £151,287
      Pounds sterling
    • Closing date
      Not published
      No closing date published
    • Sector
      Financial Services
      Browse related listings
    • Location
      🇬🇧United Kingdom
      North East

    Suppliers

    1 supplier
    • CA
      Citizens Advice Northumberland
    Lead contractor

    Lifecycle

    Awarded

    Contract awarded. Originally published 1 month ago.

    25 September 2026
    Awarded — no open tender advertised

    Brief

    This opportunity seeks providers to deliver specialist financial advisory services to staff and patients. Services should include personalized guidance on financial management, identification of eligibility for benefits and grants, debt management strategies, and other approaches to optimize personal income. The successful provider will work closely with organizational staff to ensure vulnerable populations receive comprehensive support in accessing financial resources and improving their overall financial wellbeing.

    Track record

    2 awards · 2 winners
    Thin record

    Only 2 prior awards here — too little to read.

    In financial services, NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST has awarded 2 contracts to 2 suppliers.

    Who wins here
    1. Citizens Advice Northumberland1× · 50%
    2. MARSH LTD1× · 50%

    Across financial services, the most active winners are ARTHUR J GALLAGHER INSURANCE BROKERS LTD, ALLPAY LTD, ECCLESIASTICAL INSURANCE OFFICE PUBLIC LIMITED COMPANY — the field to beat, or your route in as a partner.

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    Open in Financial Services

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    Financial consultancy firm needed to deliver income and credit assessment services for Irish local authority housing loan and cost rental schemes.

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    Annual Fair Value and Expected Credit Loss Reporting Service

    Warwickshire County Council requires annual fair value and expected credit loss valuations for non-treasury investments to support financial reporting.

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    Published 3 Nov 2026
    Take action
    View on sourceFind a Tender

    Award notice and full record on the publisher's site

    Publisher
    UK Cabinet Office
    Licence
    OGL v3.0
    Source
    find-tender.service.gov.uk
    Record ID
    ocds-h6vhtk-05ae5a

    Your fit

    Could you win the next one?

    This went to Citizens Advice Northumberland. Sonar reads NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST's work like this against your business — who holds it, and whether you could compete or partner next time.

    Check my fit

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    NH
    Buyer
    NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST
    Sector
    Financial Services