By A Web Design
Decline to give advice. Sample Letter #2
[Senders Name]
[Address line 1]
[Address line 2]
[State, ZIP Code]
Sample Letter #2: Decline to give advice
[Letter Date]
[Recipients Name]
[Address line 1]
[Address line 2]
[State, ZIP Code]
[Subject: Normally bold, summarizes the intention of the letter] -Optional-
Dear [Recipients Name],
Your request for my advice and assistance is flattering. However, I must decline. My experience with share trading is limited in terms of number of trades executed and financial instruments utilized. As such, I don't feel qualified or competent enough to offer you sound financial advice.
I have however received positive feedback regarding an advisor, Jenny Smith, who works at All Star Finance in Winston. She has traded stocks, bonds and options for more than a decade. I would advise that you contact her with your queries and proposal.
Good luck with your new endeavor and thank you for considering me.
Sincerely,
[Senders Name]
[Senders Title] -Optional-
[Enclosures: number] -Optional-
cc: [Name of copy recipient] -Optional-
