Client: Lowes Financial Management
Could you be better off than you think you are?
Dear Mr Prospect
Are you absolutely sure that you’re not paying more tax than you need to?
And are you certain that your future tax liabilities are under control?
If you invest in stocks and shares or unit trusts, do you consider those investments successful?
Do you know exactly what options are open to you to maximise your retirement income?
If you have any doubts on those issues, or you feel that a second opinion might be of interest, then please keep an hour or two free on October XX 2008.
Free, expert and totally relevant advice straight from the horse’s mouth
My name is XXX XXXXXX – I am a qualified Independent Financial Adviser (please take a look at the leaflet enclosed for more details). On October XX 2008 my firm is hosting a 60-minute seminar at The Sage Gateshead on Gateshead Quay and I would like to invite you to join us there.It’s all about you.
I’ve designed the seminar to be of interest solely to people who want to ensure that their retirement is, or will be, as financially comfortable and secure as it can be. Retirement planning used to be a relatively simple subject – not any more it isn’t! For better or worse, you now have more options than ever to consider and new ideas are emerging all the time.Your questions answered in simple, straightforward terms
These days, anything and everything to do with our personal finances seems complicated. That’s why I believe the best and only way to explain complex topics, is face to face. Knowing all the possibilities, could mean you have more money at your disposal in retirement and put you in a position to safeguard your inheritance plans.Beautiful views, nibbles and drinks and absolutely no obligation on your part.
Investors like our seminars not only because of the friendly and informal way we deal with the subject matter, but also because we don’t expect you to make any form of commitment. If you like what you see and hear and decide that you would like to meet with us post seminar, then just let me or one of my colleagues know.Like the Rolling Stones we too ‘sell out’…
Our seminars are well attended (but nowhere near as noisy as the Stones) and places are taken up quite quickly. So if you are interested, may I suggest that you fill in the reservation slip in the leaflet and mail it back to me as soon as you can.Thank you for interest and if you can join us on the XXth, please do so – my colleagues and would be delighted to see you.
Yours sincerely,
A N Other
PS. More than 99% of people who completed one of our Seminar Appraisal forms at our previous Sage seminar thought it time well spent – I’m sure you’ll find that to be the case.