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Annual Letters of Suitability

Report generated from annual review meeting transcription.

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Annual review

March 7th, 2025

David Kim

Catherine Fuller


Hi David,

It was great to speak with you and hear all about how your year has gone. Regular discussions are a crucial part of our ongoing service and they enable us to listen and understand your situation on a personal level, get a holistic overview of your situation, and help you stay on target to achieve your personal objectives.

This letter covers the areas we talked about, actions agreed, and our recommendations to help keep your personal finances on track. If any of this advice does not align with your views, or you need further clarification, please let us know.





Action points from meeting

In our meeting, we agreed to:
- Review your savings plan for your children's education and explore low-risk investment options for your eldest child's university fund.
- Re-allocate a portion of your investments to the Global Sustainability Fund and provide you with information on the renewable energy infrastructure fund.
- Review your wills and consider establishing a lasting power of attorney.
- Review your pension contributions to optimize tax efficiency.

There is no additional fee for this review as it is including within the ongoing fee that is paid as part of the engagement we have in place. I will follow up on these actions once I have finalised my thoughts and recommendations.



Meeting summary

Today's meeting focused on a comprehensive review of your financial situation. We discussed your current savings and spending habits, noting the recent boiler repair expense, and agreed on a target of rebuilding your savings to £10,000. We also discussed saving for your children's education, your retirement planning, and explored options for maximizing tax efficiency. We reviewed your existing investment portfolio, noting its overall positive performance, and identified potential adjustments to further align your investments with your goals and risk tolerance. Finally, we made plans to review your wills and consider establishing a lasting power of attor

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