3 Steps Back - What Your Financial Adviser Really Does

Client Stories

October 15, 2023 Elaine Milne Season 1 Episode 2
Client Stories
3 Steps Back - What Your Financial Adviser Really Does
More Info
3 Steps Back - What Your Financial Adviser Really Does
Client Stories
Oct 15, 2023 Season 1 Episode 2
Elaine Milne

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.

Show Notes

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.