1. In case you are not able to give advice, tell them your remorse feeling and recommend them someone else that will be more suitable for the position to do so. Do not write or give personal opinions and statements unless they are meant to compliment.
  2. Provide a clear explanation so in that way, you won'??t or somehow not provide the recommendation. If possible, recommend other people who are qualified to do the job.
  3. Send him or her good luck.


[Senders Name]
[Address line]
[State, ZIP Code]

[Letter Date]

[Recipients Name]
[Address line]
[State, ZIP Code]

[Subject: Normally bold, summarizes the intention of the letter] -Optional-

Dear [Recipients Name],

I recently received your letter seeking advice on investing your inheritance. While I am flattered that you deem me competent and trustworthy enough to assist you in this matter, I must decline your request. Our friendship is of great value to me, and I would not feel comfortable advising you on this issue. For financial and investment matters there are some advisers in Winston whom I would consider reliable, competent and well qualified.

I hope you can find someone to assist you in this important decision and with whom you can build a long and successful relationship. I am looking forward to performing with you next month at the annual Easter Parade.


[Senders Name]
[Senders Title] -Optional-

[Enclosures: number] - Optional -
cc: [Name of copy recipient] - Optional -