Soft Skills. Stronger Relationships. Better Business.
We humanise financial advice.
Emotional Finance brings emotional and relational intelligence into the heart of financial services through training, consultancy and coaching.
We help financial professionals and firms build trust, connection and collaboration that their clients can feel - and act on.
The result? Better client outcomes, empowered and resourced advisers, and measurable business impact.
What we offer
Every financial professional and firm brings technical expertise to the table - but it’s the human skills and relational culture that shape trust, loyalty and long-term relationships.
Emotional Finance is built around three core pillars that support both individual development and firm wide growth. Whether you want to strengthen your own interpersonal skills, gain deeper professional self-awareness, or embed relational intelligence into the culture and client experience of your organisation, these pillars form the foundation of how I work.
Here’s how each one contributes to stronger relationships and better outcomes across your business:
Training & Skills Development
Practical, experiential learning to strengthen the human side of advice.
From the Emotional Finance Programme to modular workshops, seminars and away days; this is where people develop the emotional and relational capabilities that underpin trust, confidence and meaningful client relationships.
Coaching, Mentoring & Professional Development
Reflective, expertly facilitated spaces that offer fresh insight, support and challenge.
Through 1:1 coaching, mentoring, reflective practice groups and relational file checks, I help financial professionals and leaders deepen self-awareness, build emotional agility, clarify their direction and grow in a purposeful, supported, self-directed way.
Consultancy
Bespoke support to embed relational intelligence across culture, systems and client experience.
This includes project-based or retained consultancy for firms and organisations — from vulnerability practice and handover processes to multigenerational client work and wider cultural or developmental initiatives
A warm welcome from Emma
Founder of Emotional Finance
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 invest in their emotional and relational capability.
Join an open cohort of the Emotional Finance Programme, become part of the Collective, or access 1:1 coaching and mentoring.
Firms
For advice businesses ready to bring Emotional Finance in house.
We offer bespoke training, coaching and consultancy either on a project or retained basis.
Networks, Platforms and Providers
For organisations supporting adviser communities.
Together, we design initiatives that showcase your leadership in bringing emotional and relational intelligence to the heart of financial advice — and your commitment to raising standards and professionalising soft skills across the industry.
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.
“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
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.”
What people say…
PROFESSIONAL MEMBERSHIPS