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This contract will be for provision of Independent Financial Advice (IFA), including care fees planning, which should be individually tailored to each client's personal and financial circumstances, with the aim of maximising the clients' income and assets.
The contract will involve the provision of IFA for any client whose assets are, or rise above, £30,000 during the contract period.
| Supplier | Identifier | Award Value | Cross-References |
|---|---|---|---|
| Samra Wealth Management Ltd part of St James Place wealth Manage | - | £56,000 | - |