Request for Financial Planning Status – Sample Email to Request for Status about the Financial Planning

Respected Sir/ Madam,

I am ___________ (name) and I am a resident of _________ (mention location). Respectfully, I consulted you on __/__/____ (date) for financial advice.

On the above-said date, we discussed about the financial advice that I needed and you asked for some time in order to proceed further. I write this email to request you to kindly provide me with an update regarding the same and I have not heard from you from that day itself.

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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