Scope
Description
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.
Commercial tool
Establishes a framework
Total value (estimated)
- £4,950,000 excluding VAT
- £5,940,000 including VAT
Above the relevant threshold
Contract dates (estimated)
- 1 March 2026 to 28 February 2030
- 4 years
Main procurement category
Services
CPV classifications
- 66000000 - Financial and insurance services
Contract locations
- UK - United Kingdom
Lot 1. General
Description
Please see Appendix A - Scope of Services
Lot value (estimated)
- £1,000,000 excluding VAT
- £1,200,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 2. Retail & Leisure
Description
For lot 2, please see Appendix A - Scope of Services
Lot value (estimated)
- £750,000 excluding VAT
- £900,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 3. Residential
Description
For lot 3, please see Appendix A - Scope of Services
Lot value (estimated)
- £500,000 excluding VAT
- £600,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 4. Science & Innovation
Description
For lot 4, please see Appendix A - Scope of Services
Lot value (estimated)
- £1,000,000 excluding VAT
- £1,200,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 5. Rural
Description
For lot 5, please see Appendix A - Scope of Services
Lot value (estimated)
- £750,000 excluding VAT
- £900,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 6. Strategic and Development Land
Description
For lot 6, please see Appendix A - Scope of Services
Lot value (estimated)
- £250,000 excluding VAT
- £300,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 7. Natural Capital Markets
Description
For lot 7, please see Appendix A - Scope of Services
Lot value (estimated)
- £200,000 excluding VAT
- £240,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 8. Corporate Advisory and Partnership Structuring
Description
For the services which may be called off under lot 8, please see Appendix A - Scope of Services
Lot value (estimated)
- £500,000 excluding VAT
- £600,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Framework
Maximum number of suppliers
Unlimited
Maximum percentage fee charged to suppliers
0%
Framework operation description
Contracts called off under the framework will be either via further competition or direct award
Award method when using the framework
Either with or without competition
Contracting authorities that may use the framework
Establishing party only
Participation
Particular suitability
Lot 1. General
Lot 2. Retail & Leisure
Lot 3. Residential
Lot 4. Science & Innovation
Lot 5. Rural
Lot 6. Strategic and Development Land
Lot 7. Natural Capital Markets
Lot 8. Corporate Advisory and Partnership Structuring
Small and medium-sized enterprises (SME)
Submission
Tender submission deadline
12 December 2025, 12:00pm
Submission address and any special instructions
Tenders may be submitted electronically
Yes
Languages that may be used for submission
English
Award decision date (estimated)
1 February 2026
Award criteria
| Name | Type | Weighting |
|---|---|---|
| Quality | Quality | 75% |
| Price | Price | 25% |
Other information
Conflicts assessment prepared/revised
Yes
Procedure
Procedure type
Open procedure
Documents
Associated tender documents
https://secure.sourcedogg.com/profile/676e86f0-50b5-4563-b7b6-529dcfeb28b7/requests/73135
Technical specifications to be met
https://secure.sourcedogg.com/profile/676e86f0-50b5-4563-b7b6-529dcfeb28b7/requests/73135
Contracting authority
The Crown Estate
- Public Procurement Organisation Number: PYYN-4743-GYVQ
1 St James Market
London
SW1Y 4AH
United Kingdom
Email: tenders@thecrownestate.co.uk
Region: UKI32 - Westminster
Organisation type: Public authority - central government