Host Edmund Greaves chats with Marlene, founder of UNIQ Family Wealth, about her unconventional journey into financial planning and what keeps her passionate about the job decades later.

They dig into why understanding clients as people, not just portfolios, is key – and how the human side of money is often the most overlooked. Marlene also shares her thoughts on the growing role of tech and regulation in shaping the industry, and why lifelong learning is non-negotiable in a world where everything’s changing fast.

She’s also the author of Boomers: Redefining Retirement and Cascading Your Wealth, and brings a wealth (pun intended) of insight into how planners can better serve clients through life’s big transitions.

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This week, we speak to industry veteran and protection expert Roy Mcloughlin.

In this episode of Planner Unplugged, host Edmund Greaves speaks with financial services veteran and host of the new podcast Mañana Roy Mcloughlin.

They explore Roy’s extensive career, the value of collaboration and the importance of breaking down silos within the industry.

Roy offers insights into financial regulation changes, the growing role of technology and AI, and the urgent need for better training and recruitment of young financial planners. 

The conversation also reflects on the rewarding nature of client relationships and the need for the industry to evolve in order to meet changing expectations.

For the Mañana Podcast here.

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In this Planner Unplugged, editor Edmund Greaves speaks with Katrania Lowers, a financial planner at Colmore Partners. 

Katrania – who was recently shortlisted for the 2025 Nick Cann Progressive Planner Award – discusses her untraditional journey into financial planning and explores how employee ownership drives more client-focused service. 

She shares her passion for engaging the next generation, the power of early conversations around wealth and the need to shift perceptions of financial planning.

Kat also reflects on the role of technology in enhancing client relationships, tackling the advice gap and boosting financial literacy. 

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In the latest Planner Unplugged, Mouthy Money editor Edmund Greaves was joined by Kate Morgan, a financial planner at Smart Financial.

Kate spoke about her journey from a corporate background in accountancy to a career in financial planning, discussing the importance of emotional certainty in advice and the broader challenges facing the advice profession.

She also reflects on the value of long-term client relationships, the impact of technology on the sector and the need for more innovative communication approaches, offering her perspective on the key considerations for aspiring financial planners and why her personal mantra is putting clients’ lives before their money.

Planner Unplugged is a regular podcast interview series with financial planners. It is hosted by Mouthy Money editor Edmund Greaves for financial services private social network, Octo Members.

More Planner Unplugged interviews are available on Octo Members. Octo Members is the fastest-growing UK private social network app for and by financial services professionals, with the aim of creating the largest, most comprehensive community-generated collection of ideas and world-class content created exclusively by and for its members.

Do you work in financial services? We invite you to join over 4000 of your peers to Connect. Share. Engage.

Join now: https://app.octomembers.com/spaces/771493/feed

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