Good morning John!

Whoever said there’s no such thing as a free lunch… or even a free cup… of coffee was wrong!

What prompts me to write is quite simply that I was talking to Jim Jones the other day and when he suggested that I talk to one or two of your colleagues about matters financial it reminded me that I hadn’t talked to you in some considerable time.

Now I know that you’re going to say, “Hold on Peter I’ve got someone who gives me financial advice” and I know and accept that too. I’m not going to try to convince you that you should even think about doing business with me.

It’s just that I’d kick myself if I didn’t try to arrange a chat over lunch or a cup of coffee with you for a couple of reasons.

Firstly, because I do have a number of senior executives as clients, I may well have a few useful contacts and, depending on your future plans, I’d be happy to arrange some introductions for you. I’ve made this offer to other executives in similar circumstances and it has proved most valuable. After all, sometimes it’s not what you know but who.

Secondly, after more than 20 years involvement in the financial planning arena I have some little known but lucrative techniques and financial strategies which may prove very, very useful and I’d like to make sure you are aware of them.

That’s the reason I write… to offer some free advice and a free lunch or coffee with no strings attached. What could be better than that? I’ll call you in few days to work out a time when we can get together.

Yours sincerely,

PETER WALSH