Collaborative Consultancy and Partnerships
Expert, relationally informed insight, guidance and implementation to strengthen your systems, culture and outcomes.
Consultancy and Partnerships:
Our consultancy and partnership work helps firms bring emotional literacy and relational intelligence into the places it matters most — culture, processes, leadership and client experience.
From understanding and improving client experience to handover processes, vulnerability policy and adviser growth and development - we offer thoughtful consultancy and allied partnership via a retained or project based arrangement.
Book a discovery call to discuss consultancy or partnership or get in touch here
Testimonials:
“We’ve been consulting with Emma on a confidential early stage project, and she’s been brilliant to have on board. Her background means she can speak with real authority about the emotional side of how people make financial decisions - not just what users might do, but why.
That’s helped us shape our business in some really meaningful ways.
She’s been so generous with her thinking, and genuinely invested in our success. A pleasure to work with.”
Beccy Robinson, Aegon 
“Emma has an exceptional ability to connect the dots between the emotional drivers behind financial decisions and the human behaviours that shape them.”
Laura Barnes, Director of Business Development, Nucleus Financial 
Emma is exceptionally positioned to help financial advisers in specific and financial firms in general meet Consumer Duty requirements in a way that is both fully compliant and deeply meaningful. Her unique blend of psychotherapy expertise and financial services insight brings a fresh, human-centered perspective to the profession.
Emma ensures firms not only meet regulatory expectations but do so in a way that aligns with the true spirit of Consumer Duty. She understands vulnerability as a relational, dynamic, and deeply human aspect, not just a compliance checkbox. Through her soft skills training and relational consultancy, she equips advisers to confidently recognise, respond to, and document vulnerability, fostering trusted, allied relationships with clients while satisfying regulators’ standards.
For firms committed to embedding Consumer Duty in a way that raises standards and builds genuine client trust, Emma is the ideal partner
Dr Tom Mathar, Head of Aegon UK's Centre for Behavioural Research.
“Emma is EXACTLY what the financial planning profession needs. I’ve found myself feeling excited about the future for planners entering the profession, knowing there is quality training out there in areas that are so desperately needed”
Hayley Rabbets, Head of Evergreen Calton
