Tailored Support and Consultancy.
Bespoke engagements for individuals or firms that need something different or more tailored.
You can work with Emotional Finance in the following ways:
Relational Consultancy
Strengthen the relational skills that drive commercial results
Every firm has its own relational challenges, whether that’s turning promising conversations into committed clients, building consistent trust across the journey, or navigating the dynamics of multigenerational teams.
That’s where bespoke consultancy can make the difference.
We start by listening - understanding your context, culture, and client dynamics.
Then we design targeted interventions to strengthen the relational intelligence and soft skills that matter most in your business.
This might look like:
> In-house workshops for teams or leaders
> Embedding vulnerability guidance across your organisation
> Designing the client journey to strengthen connection, follow through and word of mouth.
> Experiential training tailored to real client scenarios
> Advisory input on culture, communication, or trust-building
> Facilitating group reflective practice sessions to build the emotional resilience needed to avoid burnout
Everything is grounded in the Emotional Finance model and built around your specific needs—whether that’s shifting culture, solving a particular problem, or levelling up your client experience.
“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”.
Thomas Mathar, Customer Experience Manager, Aegon.
Work with Emma 1:1
Personalised support to help you (or members of your team) grow with confidence and clarity
Sometimes, we all need a space to pause, reflect, and work through the relational and emotional aspects of your role with someone who gets it.
Whether you're navigating a tricky client relationship, wanting to build more confidence in meetings, or looking to show up more fully as yourself at work; I offer confidential, tailored support grounded in deep relational expertise.
1:1 work might include:
> Exploring relational patterns with clients (or colleagues)
> Building confidence, presence, and personal impact
> Navigating the emotional demands of client-facing work
> Strengthening your ability to listen, respond, and challenge well
> Finding a more authentic and sustainable way of working
You set the agenda, and I bring curiosity, insight, and support.
It’s a space for you to be real, reflect deeply, and grow into the adviser or leader you want to be.
“Working with Emma help 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, Chartered Financial Planner
“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
Client Session Review
Insightful feedback on the moments and meetings that matter most
Often the biggest opportunities for growth are hiding in plain sight; in the pauses, the phrasing, the unsaid.
Client Meeting Reviews offer a chance to reflect on real-life conversations with expert guidance.
Whether it’s a discovery meeting, an annual review or a sensitive conversation around a transition or maybe a loss, I’ll listen to a recorded meeting and provide thoughtful, incisive feedback on what’s working well, what might be getting in the way, and where relational skills could be strengthened.
This isn’t about scripts or scores but about the subtle, high impact moments that shape trust and drive outcomes and engagement.
We explore everything from how empathy is conveyed, to whether you are articulating your value, to what’s going unspoken in the room.
I work with both individual advisers and entire teams.
Whether you’re looking to deepen your own client impact, to support a high potential adviser or raise the standard across the board; reviews help surface what’s often hard to spot from the inside.
“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.
So often feedback can leave you feeling defensive or unsure, but 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.
She's also the first professional I've encountered who has provided answers to longstanding questions with regards to client communication that resonate profoundly. In an industry which can still at times be tainted by sales over value, her guidance has been invaluable”.
Lisa, IFA
Workshops and Facilitation
Space to think, reflect, and grow together
Sometimes what a team needs most is time to step back and think differently, and together. My workshops and facilitation days create exactly that space.
Whether it’s a leadership team exploring culture and trust, a group of advisers navigating client vulnerability, or a whole firm wanting to build more emotionally intelligent client relationships, I’ll work with you to design a session that meets your goals.
Workshops and ‘Away Days’ are:
> Tailored to your business challenges, people and priorities
> Grounded in the Emotional Finance model and your real client context
> Experiential, engaging, and psychologically safe
> Designed to shift thinking and spark change, not just tick a box
From single sessions to multi-day retreats, I offer thoughtful facilitation that balances insight, challenge and warmth; so your team can leave with new clarity, stronger connection, and practical steps to move forward.
“If you're working in financial services and care about building genuine client relationships, you need to know about Emma and the work she’s doing at Emotional Finance.
I had the chance to attend one of Emma’s in-person workshops recently. We explored some of the most important, and often overlooked, parts of financial advice - building trust, giving presence and how to support clients’ emotional experiences.
Emma held space with so much care and thoughtfulness. The conversations were real, challenging, and full of insight. She also speaks like Elizabeth Day, I could listen to her all day! She has a beautiful way of putting things, with brevity and eloquence."
Sally Pham, IFA
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.
