Based on the interview transcript ‘Tim - Initial Client Interview’ (below) you are required to prepare a detailed file note using the template provided. This file note should include an overview of the interview with Tim, including his goals and objectives and any issues raised; and then based on this information, your strategic wealth creation and insurance recommendations for Tim.

In practice, you file note would then form the basis of the Statement of Advice (SoA) prepared for Tim. However, you are not required to prepare a SoA.

Your file note:

·         Must be prepared using the file note template provided on [email protected];

·         Is a strategy document only, as such you are not required to price any actual quotes or recommend specific investment products;

·         Should be approximately 2,500 words (although there is no set word limit). As illustrated in the template, please bullet point your responses.

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