What we do

  • Helping you understand what’s beneath the surface — and how to move forward differently.

  • We help firms and financial professionals build the trust, confidence, and client connection that technical training alone can’t teach.

  • For when the challenge is complex, personal, or too senior for group settings.

“Profit isn’t a purpose, it’s a result.
To have purpose means the things we do are of real value to others.”

— Simon Sinek

Relational Consultancy and Insight

Bespoke, high-level support for the relational challenges that hold firms back.

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

This is where we come in—bringing psychotherapeutic insight to help uncover what’s really going on and what to do differently.

Soft Skills and Relational Intelligence Training

Technical Expertise only takes you so far. 

We help firms and financial professionals build the trust, confidence, and client connection that technical training alone can’t teach.

Our programmes are experiential, practical, and designed to strengthen the skills that most shape trust, connection, and client action.

Our programmes

  • Client Alchemy

    For firms ready to stretch and support experienced professionals to deepen their client relationships, trust, and impact—beyond scripts and shortcuts.

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  • Client Ready

    For firms investing in the next generation of advisers—helping them go further than technical training alone.

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  • Make it bespoke

    Each programme can be tailored to suit your advisers, firm or challenges and delivered in-house.

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Work with Emma 1:1

My 1:1 work offers a confidential, collaborative and refreshing space to meet you where you are at and explore what’s really going on.

Firms engage me to work directly with senior leaders, team members, or advisers when relational challenges need individual attention.

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