For relational dilemmas and challenges that require bespoke solutions. 

Sometimes, the challenges you face aren't technical but relational.

High loyalty, low referrals.
Low conversion in discovery meetings.
Disengaged clients across the business.
Inconsistent responses to client vulnerability.
A culture that talks trust but doesn’t always live it.
A client experience that feels inconsistent.

This is the gap I’m here to fill. It’s my sweet spot. As a psychotherapist with financial services expertise, I support firms to uncover and address the relational dynamics that quietly shape performance and outcomes. 

Working together may look like…

  • Transforming discovery conversations for impact and conversion


    Your discovery calls aren’t converting and you’re not quite sure why…

    I can review recordings or client calls, or shadow in meetings to identify what’s missing or misaligned relationally and work with your team to bring more clarity, trust, and impact to that first conversation—so clients immediately feel the fit.

  • Designing a client journey that drives loyalty and referrals


    You’re bringing clients on board, but there’s drift. Growth isn’t coming with the conviction - or oomph - you’d hoped for.

    I can shadow onboarding meetings, review recordings, and map your journey to uncover where relational friction or drag is creeping in. Together we’ll co design the experience to strengthen connection, follow-through, and word-of-mouth.

  • Embedding vulnerability guidance that’s human and compliant


    You’re aware your firm could be doing more to support vulnerable clients, but knowing and doing are different things.


    I can deliver practical, experiential in-house training to help your team identify, respond to, and document vulnerability in a way that feels both human and compliant. This is not just about ticking boxes, it’s about building your team’s confidence and capacity to meet clients where they really are.

  • Developing a reflective practice for relational resilience


    Your advisers are carrying a lot—emotionally and practically—and it’s starting to show. Commercial pressures may be clashing with the relational depth and responsibility required in this work.

    I can facilitate 121 or group reflective practice sessions that offer space for advisers to pause, process, and develop relational resilience. These sessions help embed emotional intelligence, healthy boundaries, and a sustainable approach to empathic client work so they don’t burn out.

  • Surfacing client insight to strengthen relationships and retention


    You know something’s not quite landing with clients. Meetings feel flat and you spend a lot of time chasing for agreed actions to be implemented.

    I can conduct sensitive, in-depth interviews with a selection of your clients to explore their lived experience of working with your firm—what builds trust, where disconnection creeps in, and what’s getting in the way of deeper engagement. These insights help you uncover blind spots, strengthen your client approach, and build the kind of loyalty and alignment that drives long-term success.

Every engagement is bespoke to meet you where you’re at, but always centred around one thing: improving and enriching relationships.  Whether that’s between adviser and client, within teams or across the whole client journey and firm culture.

We start with an exploratory and no obligation discovery call. I'll listen, ask questions and start untangling the threads of what is playing out, what you might be noticing, or what you suspect but can’t quite articulate yet. I’ll offer my perspective and that might be enough for you for now

Or we may decide to work together. Some firms engage me for a one off project. Others keep me on retainer for ongoing insight and challenge. However we work together, we’ll always be informed by your context, needs and your budget. 

What people say

  • "If you’re a financial professional who wants to go beyond numbers and truly connect with clients, you need Emma in your world...


    Emma is a pioneer in helping advisers and planners understand the emotional side of money, both their clients’ and their own.

    Through her work at Emotional Finance, she brings insight, clarity, and a refreshing depth to the financial advice profession. She helps professionals move beyond facts and figures, and into the stories, beliefs, and behaviours that really drive financial decisions.”

    - Dan Haylett, TFP Financial Planning, Host of The Humans  v Retirement Podcast

  • "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 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 understands vulnerability as a relational, dynamic, and deeply human aspect, not just a compliance checkbox.

    For firms committed to embedding Consumer Duty in a way that raises standards and builds genuine client trust, Emma is the ideal partner.”

    - Thomas Mathar, Centre for Behavioural Research (Aegon UK)

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


    I participated in a personal and professional development group facilitated by Emma in 2024 with an open mind —curious, but not necessarily expecting major change. However, the opportunity was transformational.

    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.”


    - Rosie Mowat, Rosebud Financial Coaching 

  • Emma is uniquely placed to help financial professionals become truly trusted allies to their clients

    She brings emotional depth, clarity, and relational intelligence to a field that often overlooks those things and the difference it makes is huge. These skills transform good service into fantastic service.

    I consider Emma to be a trusted counsellor; she always brings alternative views and challenges in a positive way. Emma is warm, thoughtful, and insightful. I’m excited to see the impact her work is already having, and no doubt will continue to have, across the profession.

    - Greg Morris, Director at Western Pension Solutions.