File Note Statement of Advice for Client Liam

Order Description

this task relates to Financial advisors/Planners

Complete File note file for (Part B) that is attached to this order for Client Liam. There is full instructions in the documents provided with inluceded transcript of the client interview with Liam

PLease read over all instructions and watch relevant videos to get an understanding of what needs to be done

I will upload a partly completed version of what needs to be done. The purpose of it is to only get a good idea of how do to the task. You cannot copy it exacly. OFcourse some things and maybe alot of things are relevant but you cannot copy it word for word and need to make an original piece of work up. This is soley just an explample.

PLease refer to the attached files for information