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

Testimonials

A woman with curly hair wearing a floral blouse and black pants smiling and gesturing with her hands while speaking in a cozy, rustic cafe or restaurant with exposed brick walls and hanging lights.

On Speaking:

  • A man with dark hair and a beard wearing a white shirt and dark sweater, smiling against a plain beige background.

    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.

  • A woman with long brown hair, green eyes, and a friendly smile, wearing a dark red top, against a dark blue background.

    “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

  • A woman with blonde hair wearing a white shirt, standing in front of a colorful cityscape backdrop with pink grid lines.

    “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:

  • A man with glasses and a beard, standing with arms crossed against a blue background.

    "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

  • A smiling woman with long red hair, wearing a black blazer over a light blue blouse, sitting at a wooden table holding a black pen and preparing to write on a white notepad, with pink flowers on the bedside table in the foreground.

    "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

  • A woman with shoulder-length wavy blonde hair and blue eyes, smiling, wearing a teal top, standing indoors against a white wall and a light blue door.

    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:

  • Person with a red hair scrunchie working on a laptop at a wooden desk in a room with light-colored walls, a large mountain landscape painting, and various plants in the background.

    “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

  • A young woman wearing a pink sweater smiling in an indoor setting.

    “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

  • A man with glasses and a thin smile, wearing a blue sweater over a white collared shirt, stands indoors against a plain background.

    “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:

  • A woman with shoulder-length brown hair wearing glasses and a white blouse, smiling against a dark gray background.

    Beccy Robinson, Ventures Founder @ Aegon Fintech Fund | New Venture Development

    "We’ve been consulting with Emma on a confidential early stage project, and she’s been brilliant to have on board.

    Her 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."

  • A woman with long red hair wearing a black blazer, a light blue blouse, and a silver necklace is sitting at a wooden table, smiling with a black pen in her hand, about to sign a beige paper, with pink flowers on the right side of the image.

    Sophie Smith, Director, Joyful Wealth

    “ I partnered with Emma to co-create and deliver an event for women in financial advice. The aim was to provide a safe, supportive space for women to develop the emotional and relational skills that are critical to building trust with clients but are so often overlooked in traditional training and to build a network of like minded and supportive women.

    The day was a huge success and Emma was a pleasure to work alongside. Most importantly we were able to foster and meaningful and enduring network of peers'.”

  • Smiling man outdoors in casual clothing, with blurred background and bokeh lights.

    Dr Tom Mathar, Head of Aegon UK's Centre for Behavioural Research

    “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.

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