Coaching, Mentoring and Supervision

Available in 1:1 and group formats to offer fresh insight and growth.

Explore what’s possible - let's chat

Work with me 1:1 or in a group

I offer coaching, mentoring and supervision sessions designed to meet you where you are at.

This may mean we focus on you. Your personal and professional ambitions and sticking points.

Or it may mean we place the spotlight of our attention on your client relationships. How you might better build trust, connect more meaningfully and collaborate more effectively with your unique client bank. ‘That’ client. ‘That’ conversation.

You may already know where you most need support - and/or challenge. But if not, we’ll figure it out together to make sure you get the most out of our work and achieve your greatest potential.

Book a Discovery call to explore coaching, mentoring and supervision options or get in touch here.

If you’re looking to join an established group, you can find out more about The Emotional Finance Collective here.

Relational File Checks:

Relational file checks are focused supervision sessions which offer feedback on one or more client meetings.

I will listen to or observe 30-60 minutes of any client meeting of your choice -discovery, annual review, or client-initiated - and provide feedback on your strengths and opportunities for development.

You'll gain insight into how you're building trust, connection and collaboration, deepen your understanding of that particular client, and develop transferable skills you can apply across your practice.

It's a fast-track way to strengthen your emotional literacy and relational intelligence with expert supervision.

*This service requires client permission to share recordings for training purposes. I follow strict data privacy and GDPR guidelines.

schedule a file check

“Emma is absolutely incredible at drawing out the emotions and challenges clients face, helping advisers recognise these and find ways to address these in a collaborative way and non-judgmental way”. Lisa, IFA.

The Emotional Finance Collective:

The Emotional Finance Collective is a facilitated member community for financial professionals who want to keep developing the relational and emotional side of their work — alongside others who care just as deeply about doing the same.

It’s a place for advisers, paraplanners, planners and firm leaders who know that human side of great advice isn’t just good for clients - it’s good for your people, your culture, and your business. It’s where your team can stretch, reflect and practise the skills that truly make a difference.

And it’s more than that. It’s a space to pause and think. To ask the harder questions and get things wrong without judgement. To practice out loud and say things that might not get said elsewhere. To feel supported, stretched, and part of something.

Some people join having worked with me before; others arrive for their very first step into Emotional Finance - and everyone is welcome.

Find out more

  • “I had the privilege of spending a full day with Emma...

    exploring Emotional Finance, and it was one of the most thought-provoking and relevant sessions I’ve attended in a long time.

    Emma has an exceptional ability to connect the dots between the emotional drivers behind financial decisions and the human behaviours that shape them.

    I left feeling energised, equipped with practical tools and a renewed appreciation for the emotional side of what we all do, as advisers, leaders and humans.”

    Laura Barnes, Director of Business Development, Nucleus

  • “Working with Emma has been genuinely transformative...

    and incredibly helpful. What truly sets her apart is her remarkable ability to deliver feedback, even on complex or challenging aspects, in a way that is not only positive but deeply constructive.

    Emma has a rare talent for framing her insights in a way that makes you feel genuinely empowered and equipped to move forward with clarity and confidence. She is absolutely incredible at drawing out the emotions and challenges clients face, helping advisers recognise these and find ways to address these in a collaborative way and non-judgmental way.”

    Lisa, IFA

  • “I've seen the direct benefit of mentoring with Emma...

    I've felt emboldened by the work and feel more confident about my offer, my principles and my value. As a result I've seen a significant growth in my capacity to turn prospects into clients, signing up 2 new clients this week alone".

    Rachel, IFA

  • "“The Collective is a warm, supportive space where Emma’s gentle guidance...

    and the mix of people from all industry backgrounds and experiences make it easy to connect, reflect, and feel understood.  For anyone looking for their tribe of people wanting to do what is best for clients and improve the industry at the same time, this is it.”

    Jo Wall, Founder and CFP, Joyful Wealth

  • "Emma created a space that felt safe, focused, and deeply insightful...

    Her facilitation helped me cut through the noise, uncover blocks I was barely aware of and gain the clarity I needed to move forward in my business with confidence.

    The group dynamic was powerful. I saw myself in others' experiences, offered perspective, and heard my own voice more clearly in the process. The mix of honest reflection, emotional depth, and peer connection gave me a fresh sense of momentum.

    Working with Emma helped me step into the next phase of my business with focus and courage - and gave me a better understanding of both my challenges and my strengths”

    Rosie Mowat, Certified Financial Coach

book a discovery call

Hi - I’m Emma

Founder of Emotional Finance

As a former psychotherapist now working within financial services, I translate relational intelligence into the heart of the profession.

I support financial professionals and firms to lead the industry’s shift toward more human, connected, trust-centred financial advice; strengthening client relationships and driving better outcomes for clients and businesses alike.

If this sounds like the kind of support or partnership you want in your world, get in touch — I’d love to explore how we could work together.