Couverture de 3 Steps Back - What Your Financial Adviser Really Does

3 Steps Back - What Your Financial Adviser Really Does

3 Steps Back - What Your Financial Adviser Really Does

De : Elaine Milne
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This podcast hopes to dispel some of the myths around financial advisers and show the value of the role through the real life stories and experiences of a 25 year financial adviser.

© 2023 3 Steps Back - What Your Financial Adviser Really Does Direction Economie Finances privées Management et direction
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    Épisodes
    • Investment Risk & Reward

      Investment Risk & Reward
      Oct 30 2023

      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!

      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.
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      18 min
    • Client Stories

      Client Stories
      Oct 15 2023

      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.
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      19 min
    • 3 Steps Back Introduction

      3 Steps Back Introduction
      Oct 8 2023

      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.

      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.
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      6 min
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