Emotional Finance brings emotional literacy and relational intelligence into the heart of financial services.
We help financial professionals and firms build the trust, connection and meaningful collaboration that their clients can feel - and then act on.
The result?
Better client outcomes
Empowered, confident and resourced advisers
Stronger, loyal relationships
Measurable business impacts
Emotional Finance. Trusted Relationships. Better Business.
What we offer
Every financial professional and firm brings technical expertise to the table - but it’s the emotional literacy and relational culture that shape trust, loyalty and outcomes.
Emotional Finance is built around three core pillars that support both individual development and organisational excellence:
Training
Practical, experiential learning to strengthen the human side of advice.
From the Emotional Finance Programme to modular workshops, seminars and away days; this is how professionals and firms learn to practice Emotional Finance.
Coaching, Mentoring & Supervision
Expert facilitation for fresh insight, support and challenge.
Through 1:1 coaching, mentoring, and supervision (including the Emotional Finance Collective), I help financial professionals, leaders and firms reach their full potential.
Consultancy
Bespoke support to embed emotional literacy and relational intelligence across culture, systems and client experience.
Project-based or retained consultancy for firms and organisations.
A warm welcome from Emma
Founder of Emotional Finance
What would relationally intelligent financial advice look like?
Most financial advice training focuses on the technical.
But what about the human sitting across from you? The one who's anxious about retirement, grieving a loss, or stuck in a pattern they can't quite name?
The Emotional Finance A-Z is your guide to the other half of advice work.
26 entries on the relational practices, skills and insights that make technical advice actually land
Who we work with
Whether you’re an individual adviser, a growing firm or a large organisation supporting adviser communities, our work meets you where you are at; and helps you build the relational insight and capability to move forward with clarity and impact.
Here’s how we work across the industry:
Individuals
For financial professionals who want to reach their full potential.
Join an open cohort of the Emotional Finance Programme, become part of the Emotional Finance Collective, or enjoy 1:1 coaching, mentoring or supervision.
Firms
For advice businesses ready to embed emotional literacy and relational intelligence in their firm.
We offer bespoke 1:1 and group training, coaching, supervision and consultancy.
Networks, Platforms and Providers
For organisations supporting adviser communities.
Together, we co-create initiatives that demonstrate your pioneering leadership in bringing emotional and relational intelligence to the heart of financial advice.
Trusted by:
I’m Emma Boardwell, Founder of Emotional Finance
I’m a psychotherapist by training - and also a DipFA qualified and Wise Monkey certified financial coach.
Before founding Emotional Finance, I spent years working as a therapist, trainer, and facilitator, helping people navigate change, understand themselves, and build stronger relationships.
Now I bring that experience into financial services; occupying a sweet spot where I translate the skills, insights and practices of psychotherapy to help financial professionals and firms notice more, understand more and do more with the human side of advice.
I help advisers and firms develop the emotional and relational skills that build trust, loyalty, and meaningful connection - the kind that ensure better client outcomes and commercial success.
This isn’t about box ticking, surface level communication skills or learning scripts. And it’s not woo woo either. But it does feel different.
“Working with Emma is like putting on a new lens. She challenges assumptions, fosters empathy, and equips advisers with the tools to have more meaningful conversations… conversations that lead to better outcomes and stronger client relationships.
Emma’s work is changing the game in financial planning. If you’re serious about becoming a more emotionally aware and human-centred professional, I can’t recommend her highly enough”
- Dan Haylett, TFP Financial Planning, Host of The Humans v Retirement Podcast
What do we mean when we say, ‘soft skills’?
At Emotional Finance, we use the term soft skills because it’s familiar — but let’s be clear: soft doesn’t mean easy. And soft skills aren’t ‘less than’.
We see softness as strength. In client work, that means flexibility over defensiveness, curiosity over assumption, and presence over avoidance - the qualities that build trust and connection and lead to better outcomes
As Brené Brown says: “If you want to call these soft skills after you’ve tried putting them into practice — go for it. I dare you.”
What people say…
PROFESSIONAL MEMBERSHIPS