Where technical skill ends. Emotional Finance begins.
Emotional Finance helps firms bridge the gap between technical expertise and the relational depth that builds trust, loyalty, and meaningful client action.
Because clients don’t just want rational, optimised solutions—they want to feel understood. They want advice that fits them, not just on paper, but in real life. They want trusted go tos, that they truly connect with.
I’m Emma Boardwell, Founder of Emotional Finance
I’m a psychotherapist by training, and also a DipFA and Wise Monkey certified Financial Coach.
Before founding Emotional Finance, I spent years working as a psychotherapist, trainer, and facilitator—supporting individuals, couples and groups, and paying close attention to the relational dynamics that show up in everyday interactions.
Today, I bring that experience to financial services—working with firms to bridge the gap between technical ability and the everyday reality of building loyal, trusted client relationships.
“Trust is the hidden variable that affects everything”
— Stephen Covey
What we offer
Soft skills and relational intelligence training
In a profession that prizes numbers, it’s often emotional and relational skills that make the difference between success and underperformance.
The way your team listens, responds, asks questions, collaborates, challenges, and builds trust—these are the skills that determine whether clients engage, take action, stay loyal, and refer others. And yet, most financial professionals never receive meaningful training in any of it.
That’s where Emotional Finance comes in.
Our training is practical, experiential, and designed to make an immediate impact. It’s built with your team’s real roles, responsibilities, and ambitions in mind—not generic theory, but the soft skills and relational intelligence that shape real results.
Whether you're a firm looking to raise the bar across your client experience, or an individual ready to level up your client relationships, explore our programmes or book a discovery call.
Relational Consultancy
& Insight
When the challenges aren’t technical—they’re relational.
Discovery meetings that don’t convert?
Clients who say yes but don’t follow through?
Advisers with competence, but struggling to connect?
Client Vulnerability missed or mishandled?
A culture that talks trust, but doesn’t quite live it?
This is where I come in.
As a psychotherapist with financial services expertise, I support firms to uncover and address the relational dynamics that quietly shape performance. Whether the issue sits in a client interaction, a team dynamic, or the wider culture, I help you see what’s really going on—and what to do differently.
Every engagement is bespoke, but always centred on one thing: improving and enriching relationships.
Sometimes it’s a one-off project. Sometimes I stay on retainer for ongoing insight, challenge and support. However we work together, it starts with a conversation.
Work with Emma 1:1
For when the challenge is complex, personal, or too senior for group settings.
My 1:1 work offers a confidential, collaborative and refreshing space to meet you where you are at and explore what’s really going on.
Firms engage me to work directly with senior leaders, team members, or advisers when relational challenges need individual attention.
This is fast-track, tailored relational insight—for when the stakes are high and the standard solutions won’t cut it.
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: fluidity over rigidity, compassion over control, open-mindedness over certainty, presence over avoidance, and leaning in over holding back.
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