Client Stories

10/15/23 • 18 min

3 Steps Back - What Your Financial Adviser Really Does

Meet Dr. & Mrs Rogers. The story of how some compassion and understanding after the death of a client can make a difference with this generation and the next.

None of the content contained within these episodes constitutes financial advice of any kind. This podcast is separate and distinct to my role as Director of Milne Wealth Management Ltd, Appointed Representative of St. James's Place.

Meet Dr. & Mrs Rogers. The story of how some compassion and understanding after the death of a client can make a difference with this generation and the next.

Previous Episode

3 Steps Back Introduction

This episode aims to explain the reason for establishing this podcast and and give a general overview of the benefit of having a financial adviser.

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Investment Risk & Reward

Investments can be frightening. It's easy to think that all investments are risky and it's best to put your money under the mattress. Today, I'll explain investment risk, investment reward and investment volatility and I'll also tell you why you shouldn't put your money under the mattress!