Toolkit
Approaching individuals and business owners
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Toolkit Category: Client letters
A selection of draft letters designed to help advisers communicate with current and prospective clients across a range of issues, from approaching an accountant to suggesting an annual review.
Toolkit
Explaining the benefits of a portfolio review
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Toolkit
Encouraging clients to make the most of their pension
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Toolkit
An end-of-year letter to encourage clients to think about financial resolutions
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Toolkit
Approaching an estate agent
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Toolkit
Approaching an accountant
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Toolkit
Approaching businesses
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Toolkit
Encouraging clients to review their Cash ISA and other deposit arrangements
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