Your request for my advice and assistance is flattering

November 10, 2011


2365 S Mayfield Ave

Chicago, IL 60652

Cell: (123)-555-1234

[Subject: Normally bold, summarizes the intention of the letter] -Optional-


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.



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