What others say about working with me
Here are some quotes and testimonials from people I’ve worked with, sharing what it’s been like to work together and the difference it’s made:
Testimonials.
I attended Emma's first in person Emotional Finance event and it was wonderful. The perfect inviting environment to challenge the norm of financial service conversation and add a level of humanity, emotion and care to it.
Emma's on a mission to change the way we approach financial service conversations and generally improve trust in the industry. Her own personable approach makes her a warming and engaging individual to work with”.
Amanda Ford, The Financial Planning Club
Taking part in The Emotional Finance Programme has been a really valuable and insightful experience. It’s encouraged me to think more deeply about how I show up in client conversations and given me practical tools to build stronger, more trusting relationships.
What stood out most for me was the space it gave to slow down and reflect, something we rarely get the chance to do in our day-to-day. The sessions were honest, thought-provoking, and practical, with a great mix of theory, lived experience, and real-world application. I’ve come away feeling more confident and I am holding a dedicated space for clients which focuses on building a relationship intentionally, instead of just being a byproduct of working with someone.
Emma has a brilliant way of making the complex feel accessible and creating an environment where you can learn without pressure. I’d recommend this programme to anyone in financial planning, whether you're at the start of your journey or looking to reconnect with the human side of what we do. It’s helped me grow, and I think it will shape the way I work with clients for years to come.”.
Connor Griffiths, TFP Financial Planning
“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
“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
“I found being part of Emma’s Emotional Finance Programme incredibly valuable.
Emma brings her experience from working as a psychotherapist and her expertise in relationships to the world of financial planning. Working with her has increased my understanding of the emotional side of working with clients. It wasn't as if I hadn't thought about this before, but working with Emma and our group has made me more aware of and better prepared for the emotional moments that are part of our work.
This practice and awareness makes it easier to respond effectively, with empathy and in a way that will help me to build even better relationships with clients”.
Simon Gladding, Financial Planner at Women’s Wealth
“Emma is like a breath of fresh air to the financial advice world. She uniquely blends her experience from psychotherapy to fill the gaping hole in soft skills training.”
Claire, Financial Advisor and Coach
“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
“I can highly recommend Emma after spending a day on her course on emotional finance. Ideal for understanding the emotional connection with clients and giving more holistic advice. It is unique in the industry to find someone who is qualified in the psychological aspect of finance as well as being level 4 qualified adviser”
Katherine Rowell, Business Account Manager, LV=
“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.
Emma’s mission - to help shift financial services into a truly benevolent, trusted profession - is helping move the industry forward, and I’m so glad I got to be part of that space.
If you get the chance to work with Emma, take it. You’ll leave better for it”
Sally Pham, IFA.
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.
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
We had a fantastic day on Friday with some amazing women that work in our industry. 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. I’m really not a confident speaker in groups but I was completely at ease.
If Emma runs any more courses (and I’m sure she will) I recommend you all to take part!
Sophie Smith, CFP, Joyful Wealth
“I worked with Emma towards the end of 2024 when I was in the process of setting up my own business.
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 Nelson, CFP, Own Your Future Financial Planning
“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. Emma created a space that felt safe, focused, and deeply insightful. 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.
The group dynamic was powerful. I saw myself in others' experiences, offered perspective, and heard my own voice more clearly in the process. The mix of honest reflection, emotional depth, and peer connection gave me a fresh sense of momentum.
Working with Emma helped me step into the next phase of my business with focus and courage - and gave me a better understanding of both my challenges and my strengths”
Rosie Mowat, Certified Financial Coach
“I had the pleasure of participating in a group that Emma organised. It was a very positive and constructive experience with Emma demonstrating a high level of professionalism, pedagogical expertise, and personal qualities that, in my view, make her an effective and supportive coach and facilitator”
Patrick Rudden, Independent Non Executive Director/ Finance & Investment Committee Chair / Risk Committee Chair / Consumer Duty Champion
“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 Thomas Mathar, Customer Experience Manager, Aegon. Author, Speaker, Podcaster.
“I recently completed Emma’s Emotional Finance programme, and it has been truly transformative for my approach to financial planning. What sets it apart is its focus on the soft skills that are so often overlooked — particularly the art of building trust and forming deeper, more authentic relationships with clients.
Emma’s model provides a strong foundation for understanding the human side of financial planning, and the way she breaks it down makes it easy to put into practice. Throughout the course, I grew in confidence and was encouraged to explore different communication styles, all while staying true to my authentic self.
The impact has been immediate — I’ve already noticed a significant improvement in the strength and depth of my client relationships. Emma’s guidance has not only refined my professional skills but has also made me a more empathetic and adaptable adviser. I would highly recommend her training to anyone who wants to elevate the way they connect with and support their clients”
Lauren Turner, TFP Financial Planning