Project Based or Retained Consultancy

Expert, relationally informed insight and guidance to strengthen your systems, culture and client work.

Explore what’s possible - let's chat

Collaborative consultancy to strengthen culture, connection and client experience

Our consultancy work helps firms bring relational intelligence into the places it matters most — culture, processes, leadership and client experience.

From vulnerability practice and smoother handovers to supporting multigenerational family conversations, we offer thoughtful, collaborative partnership. This can be delivered through focused projects or ongoing support, helping firms build more connected, trust-centred ways of working

This includes project based or retained consultancy for firms and organisations.

Book a discovery call to discuss consultancy or partnership or get in touch here

  • “Emma is EXACTLY what the financial advice profession needs...

    From the day I met her, she’s done nothing but bring brilliant ideas to me and I’ve found myself feeling so excited about the future for advisers entering the profession, knowing there is quality training out there in the areas that are so desperately needed.

    Not only that, but she is knowledgeable, warm, kind and funny… all qualities she brings with her in her sessions which make for a truly unique experience.

    Emma has delivered several sessions for our organisation and each time we’ve had such positive feedback. I couldn’t recommend her more highly.”

    Hayley Rabbets, Head of the Verve Foundation

  • “Emma is exceptionally positioned to help financial advisers and firms ...

    meet Consumer Duty requirements in a way that is both fully compliant and deeply meaningful. 

    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 Thomas Mathar, Customer Experience Manager, Aegon. Author, Speaker, Podcaster

  • "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, Professional Speaker, Author, Host of The Humans vs Retirement Podcast, Financial Planner, Retirement Coach

get in touch

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.