Emotional Finance brings emotional literacy and relational intelligence into the heart of financial services.

We help financial professionals and firms build the trust, connection and meaningful collaboration that their clients can feel - and then act on.

The result?

  • Better client outcomes

  • Empowered, confident and resourced advisers

  • Stronger, loyal relationships

  • Measurable business impacts

Emotional Finance. Trusted Relationships. Better Business.

Read what our clients have to say

What we offer

Every financial professional and firm brings technical expertise to the table - but it’s the emotional literacy and relational culture that shape trust, loyalty and outcomes.

Emotional Finance is built around three core pillars that support both individual development and organisational excellence:

Training

Practical, experiential learning to strengthen the human side of advice.


From the Emotional Finance Programme to modular workshops, seminars and away days; this is how professionals and firms learn to practice Emotional Finance.

Coaching, Mentoring & Supervision

Expert facilitation for fresh insight, support and challenge.


Through 1:1 coaching, mentoring, and supervision (including the Emotional Finance Collective), I help financial professionals, leaders and firms reach their full potential.

Consultancy

Bespoke support to embed emotional literacy and relational intelligence across culture, systems and client experience.


Project-based or retained consultancy for firms and organisations.

Feeling Curious? Get in touch

A warm welcome from Emma

Founder of Emotional Finance

What would relationally intelligent financial advice look like?

Most financial advice training focuses on the technical.

But what about the human sitting across from you? The one who's anxious about retirement, grieving a loss, or stuck in a pattern they can't quite name?

The Emotional Finance A-Z is your guide to the other half of advice work.

26 entries on the relational practices, skills and insights that make technical advice actually land

Get your copy

Who we work with

Whether you’re an individual adviser, a growing firm or a large organisation supporting adviser communities, our work meets you where you are at; and helps you build the relational insight and capability to move forward with clarity and impact.

Here’s how we work across the industry:

Individuals

For financial professionals who want to reach their full potential.

Join an open cohort of the Emotional Finance Programme, become part of the Emotional Finance Collective, or enjoy 1:1 coaching, mentoring or supervision.

Firms

For advice businesses ready to embed emotional literacy and relational intelligence in their firm.

We offer bespoke 1:1 and group training, coaching, supervision and consultancy.

Networks, Platforms and Providers

For organisations supporting adviser communities.

Together, we co-create initiatives that demonstrate your pioneering leadership in bringing emotional and relational intelligence to the heart of financial advice.

let's get started

Trusted by:

I’m Emma Boardwell, Founder of Emotional Finance

I’m a psychotherapist by training - and also a DipFA qualified and Wise Monkey certified financial coach.

Before founding Emotional Finance, I spent years working as a therapist, trainer, and facilitator, helping people navigate change, understand themselves, and build stronger relationships.

Now I bring that experience into financial services; occupying a sweet spot where I translate the skills, insights and practices of psychotherapy to help financial professionals and firms notice more, understand more and do more with the human side of advice.

I help advisers and firms develop the emotional and relational skills that build trust, loyalty, and meaningful connection - the kind that ensure better client outcomes and commercial success.

This isn’t about box ticking, surface level communication skills or learning scripts. And it’s not woo woo either. But it does feel different.

learn more about emma
Emma standing near a waterway, dressed in dark pants and a grey blazer, with a brick building in the background.

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, Host of The Humans  v Retirement Podcast

view more testimonials here

What do we mean when we say, ‘soft skills’?

At Emotional Finance, we use the term soft skills because it’s familiar — but let’s be clear: soft doesn’t mean easy. And soft skills aren’t ‘less than’. 

We see softness as strength. In client work, that means flexibility over defensiveness, curiosity over assumption, and presence over avoidance - the qualities that build trust and connection and lead to better outcomes

As Brené Brown says: “If you want to call these soft skills after you’ve tried putting them into practice — go for it. I dare you.”

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What people say…

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