Appraisal Letter For Financial Consultant

[Mention the name of the sender]

[Mention the name of the company of the sender]


[Zip code]


[Phone Number]


Subject: Appraising your performance as a Finance Consultant

Dear: [Mention the name of the addressee]

You are one of the most capable and dedicated employees working with [mention name of the company or organization] since the last [mention no. of years]. Your sincerity, dedication, determination to make it big has never failed to impress us.

You might not have known this but today we would like to tell you that we are aware of all your efforts and hard work, and the amount of energy you put into each project to get results that are beneficial for the company.

 Your excellent ability to connect with clients, good attention to detail, and incredible problem solving and analytical abilities can be seen in the repeated insistence of the majority of our clients to let you handle their projects.

Your deep knowledge of the financial industry and regulations, superb maths skills have been helpful to us to a great extent.

Your achievements like successfully developing business models to forecast the variance in revenue and operating expenses based on changing market conditions including but not limited to stock market performance, new legislation, analyzing the financial statements of all securities prior to their inclusion in our managed portfolios.

A special mention should be given to your successful training and development of two of our associates shows that you are a skillful, knowledgeable and able man.

We know how difficult it is to multitask and handle extra load on top of that when we already have our plates full but in spite of that, you never complained. We are proud to have such an energetic staff like you.

It would be my suggestion though to work on your time management skills a bit more. Once you are able to overcome it successfully, which we are confident you will, there will be no looking back after that.

Please keep up the good work as we hope you continue to work with us successfully in future too.


[Mention the name of the sender]

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