Here you’ll find testimonials from clients across all Emotional Finance services.

Testimonials

On Speaking:

  • 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.

  • “The feedback from advisers after the event was overwhelmingly positive. Several commented on how powerful and refreshing the session was, and highlighted specific ideas and tools they plan to incorporate into how they prepare for and conduct client meetings in the future"

    Leanne Williams, Managing Director, Financial Solutions

  • “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

On training:

  • "Emma is a pioneer in helping advisers and planners understand the human dimensions of advice. Through her work at Emotional Finance, she brings insight, clarity and a refreshing depth to the financial advice profession… 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 that lead to better outcomes and stronger client relationships."

    Dan Haylett, Co-Director, TFP Financial Planning

  • "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 truly unique person with unique insights which are valuable to anyone, paraplanner or financial planner, who has direct client contact on a day-to-day basis. Let’s face it, we all have our blind spots and as planners we tend to metaphorically charge in on a white horse to rescue clients and solve their problems. But in the financial planning profession, that is really the last thing we should be doing. We need to fully understand our clients and build a collaborative working relationship with them. Emma can help you do just that.

    Jackie Lockie, Lockie Consultants

Coaching, Mentoring and Relational Supervision:

  • “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

  • “I had a 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 the space so with so much care and thoughtfulness”

    Sally Pham, IFA, Ascot Lloyd

  • “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

On Consultancy:

  • “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.

  • “Emma is EXACTLY what the financial planning profession needs. I’ve found myself feeling excited about the future for planners entering the profession, knowing there is quality training out there in areas that are so desperately needed”

    Hayley Rabbets, Head of Evergreen Calton

  • “Emma has an exceptional ability to connect the dots between the emotional drivers behind financial decisions and the human behaviours that shape them”.

    Laura Barnes, Director of Business Development, Nucleus Financial