We have conducted rigorous due diligence on this solution and I believe that its combination of lower charges, dedicated investment management, and ability to react could better meet your needs. If you are happy to move to this service, please sign and return the attached declaration and I will process the change on your behalf. If you have any questions please do not hesitate to contact me on xxxxx xxx xxx or e mail me at xxxxxxxxxxxxxxx@xxxxxxxxxxxxx.co.uk Kind Regards, Xxxxxxxxx
We have conducted rigorous due diligence on this solution and I believe that its combination of lower charges, dedicated investment management, and ability to react could better meet your needs. If you are happy to move to this service, please sign and return the attached declaration and I will process the change on your behalf. If you have any questions please do not hesitate to contact me on xxxxx xxx xxx or e mail me at xxxxxxxxxxxxxxx@xxxxxxxxxxxxx.co.uk Kind Regards, Xxxxxxxxx
adviser-to-client-pre-approach-letter.docx