| Category | Coursework | Subject | Finance |
|---|---|---|---|
| University | LIBF | Module Title | C40866 LIBF Level 4: Diploma in Paraplanning a financial review |
You must produce an initial client suitability letter based upon the factfind provided.
This should include initial client recommendations as appropriate. Affordability must be considered, and all recommendations must be justified and provided with a sufficient amount of detail.
The letter should be in a format which is suitable to be issued to the clients, both in terms of its content and structure.
Theo Ducker and Shani Youel are reviewing their finances and have asked for a financial review. They would like to receive a report which will help them to consider their financial aims and objectives and to review their current financial arrangements.
They wish to review all their financial circumstances and receive a suitability letter which covers their financial position whilst also reviewing their objectives and requirements.
Theo and Shani are aware that they need to consider a number of financial issues but wish to primarily focus on financial protection, tax efficient savings and investments and a savings strategy to save a deposit to purchase their first home in the next few years.
Are you facing problems with your C40866 LIBF Level 4: Diploma in Paraplanning coursework? No worries! you are in the right place We offer expert Help on assignments for UK students, guiding key areas of your financial review. Whether you need detailed support or just a sample to get started, we also offer a free assignment sample to help you understand how to structure your work. Don’t worry about deadlines—pay a small fee to get coursework help from professionals who know exactly what’s required to excel in your course.
Let's Book Your Work with Our Expert and Get High-Quality Content
