Financial Planning: Statement of Advice - Research Paper Example

The paper "Financial Planning: Statement of Advice" is a perfect example of a research paper on finance and accounting. I hereby appreciate that you offered me the opportunity to provide you with advice pertaining to planning for your financial goals and objectives, when we met on Monday 2nd July 2012. I am, therefore, delighted to attach financial plans and projections for you. This Statement of Advice incorporates reliable financial planning strategies and proposals by taking legislation issues into account.

Your financial planning objectives and current situation are the basis of preparation of this Statement of Advice. I hereby urge you to please take your time as you read keenly to understand its contents and verify that it is in accordance with your views. I also request you to ascertain whether this Statement of Advice reflects the information that you provided to me.

This statement’s recommendations pertain to the current particulars that you provided. They should be considered accurate and current for a period of one month after this statement’s preparation. I, therefore, recommend that should you want to make significant financial decisions after the lapse of the said period, or if your personal state of affairs changes considerably, not to rely on any of this statement’s recommendations. Instead, I urge you to contact me in confidence to evaluate the appropriateness of these recommendations.

After the implementation of the suggested recommendations of this Statement of Advice, there should be regular re-examinations to make sure that they are relevant to help you accomplish your financial planning requirements. I will keep in touch with you to revise your financial projections to ensure that they are in line with alterations in legislation, financial markets, and personal situations.