What if your greatest asset was the relationships you build?

At Emotional Finance, we bring what therapists have learned about building relationships to financial services, helping you attract clients, earn trust and inspire loyalty. 

At Emotional Finance, we believe the emotional and relational dimensions of financial services should be afforded the same rigour, intentionality and recognition as the technical dimensions

How we can help

We support financial professionals, firms and providers through:

Speaking

Emma is one of financial services’ most distinctive voices. From large scale industry gatherings to intimate in house events, she shows audiences why relationships matter more than ever, and teaches us what to do about it.

Book emma to speak

Training

Interactive, practical training programmes and workshops that build relational skills and drive results. Join an open programme or workshop, or commission training tailored to your team or organisation.

Explore training

Advisory

Project based or retained consultancy to strengthen relationships where they matter most - processes, teams, leadership, client experience and culture. 

Find out more

Emotional Finance Collective Peer Groups

By joining you’ll be carefully matched with 5 other financial professionals. This will be your Collective Peer Group. Think of it as your personal tribe. A trusted group with whom you can share authentically and confidentially, learn from and be supported and challenged by.

join the peer collective

  • "The work Emma is doing is so desperately needed and it was great to spend a day learning from her. Emma brings such a gentle and empathetic approach to her teaching that she makes you feel instantly safe. I felt comfortable in the room exploring topics that are not often spoken about."

    Sophie Smith, Joyful Wealth

  • "Emma is a pioneer in helping advisers and planners understand the human dimensions of advice. Working with her is like putting on a new lens. She challenges assumptions, fosters empathy and equips advisers with the tools to have more meaningful conversations that lead to better outcomes and stronger client relationships."

    Dan Haylett, Co-Director, TFP Financial Planning

  • "Emma was one of the standout speakers at Adviser 3.0. Her energy on stage was infectious - she had the room leaning in throughout, with people nodding along, taking notes, and referencing her points in later sessions."

    Hasnain Bukhari, CEO & Co-founder, Obsidian. Host of Obsidian Tropical Terrace at Adviser 3.0.

  • “Her session was insightful, engaging and highly relevant. The feedback from our audience was extremely positive, and many advisers were keen to continue the conversation with her afterwards. That speaks volumes about the impact of the session."

    Debbie Holmes, BDM, EBI Portfolios

  • “Working with Emma helped change how I approach client meetings. She helped me see things from the client’s perspective and refine how I listen and ask questions. The changes I’ve made have improved my confidence, strengthened my client work and made the job feel more rewarding. Emma brings clarity to questions I’ve asked myself for years, and she does it with real expertise, care and insight.”

    David Nelson, CFP, Own your Future Financial Planning

  • “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.”

    Lisa, Award Winning IFA

  • "Emma's 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, Ventures Founder - Aegon Fintech Fund

  • “Emma is exceptionally positioned to help financial advisers 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. 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

I’m Emma Boardwell

I'm a psychotherapist by training and background. I also hold a DipFA qualification and am certified as both a financial and relational dynamics coach.

I founded Emotional Finance - a training, consultancy and speaking practice - to advocate for and bring emotional literacy and relational intelligence into the heart of financial services.

My work sits at the intersection of psychotherapy and financial services. I help teams, firms and providers shift from a focus on selling technical expertise to building relationships - earning trust, building deeper connections and generating allyship - to strengthen client and business outcomes.

more about emma

AS SEEN IN MONEY MARKETING

The Adviser’s Dilemma

The Adviser’s Dilemma is my monthly column where I draw on my perspective at the intersection of psychotherapy and financial services to unpack real-life situations from across the profession and share a fresh take.

Read the column >

Got a question?

Share the human dilemmas behind your work - the relationships, conversations and situations no exam ever prepared you for.

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Want to work with Emotional Finance?

Whether you’re looking for training, consultancy, professional support or a speaker for your event, let’s start a conversation.

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