Request for Financial Planning Performance – Sample Email Requesting for Financial Planning Performance

To   : ____________ (Enter Receiver's Email Address)
Cc   : ____________ (Enter Carbon Copy Receiver's Email Address)
Bcc : ____________ (Blind Carbon Copy Receiver's Email Address)

Subject: Request for financial performance session

Respected Sir/ Madam,

I am ___________ (name) and I am a resident of _________ (mention location). I am currently taking the financial advices from you for the last _________ (mention duration) and my ID is _________ (mention ID).

Through this email, I would like to inform you that I am willing to have a one-on-one session in order to discuss the performance of the financial advice taken. It is to request you to kindly share your availability.

I shall be highly obliged for your kind reply at my email address alternately, you may contact me at __________ (mention your contact number).

[Digital Signature – if applicable]
____________ (Signature)
____________ (Name),
____________ (Contact details)

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