Emotional Finance. Exceptional Relationships. Thriving Businesses.

At Emotional Finance, we offer financial professionals and firms a fresh lens on the relationships that define their work, and the practical tools to strengthen them.

Read what our clients have to say

What we offer

At Emotional Finance, we believe the emotional and relational dimensions of financial advice deserve to be treated with the same rigour, intentionality and visibility as afforded to the technical dimensions.

We support financial professionals, firms and providers through:

Whether you are looking for a comprehensive training programme, an introductory workshop, or an instructive webinar, we offer a proven framework for understanding what defines valuable and well executed client-adviser relationships, and crucially how to build them.
Emma is one of financial services’ most distinctive voices. From large scale industry gatherings to intimate in-house events, she offers financial professionals a fresh lens on the relationships that define their work - and the practical tools to strengthen them.
1:1 sessions, curated peer groups and relational file checks to help financial professionals and firms think through complexity, unearth blind spots and approach their dilemmas and challenges with a fresh perspective.
Bespoke project based or retained consultancy. Expert insight, guidance and implementation support to strengthen your teams, systems, culture and outcomes.

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A warm welcome from Emma

Founder of Emotional Finance

Our Emotional Finance Model

A proprietary framework and methodology for bringing trust, connection and collaboration into financial advice.

The Emotional Finance Model sits at the heart of everything we do.

It translates key principles and skills from psychotherapy into the world of financial services - offering financial professionals and firms a clear, practical framework and methodology for building trusted, stronger and more human client relationships.

As seen in Money Marketing…

Emma is financial services’ first agony aunt, answering your questions each month in her Money Marketing column The Adviser’s Dilemma.

Got a question?
Share the human dilemmas behind your work - the relationships, conversations and situations no exam ever prepared you for.

Learn more and submit your question(s)

Trusted by:

I’m Emma Boardwell, Founder of Emotional Finance

I’m a psychotherapist by training and background. I also hold a DipFA qualification and am certified as both a financial and relational dynamics coach.

I founded Emotional Finance - a consultancy, training and speaking practice - to bring emotional literacy and relational intelligence into the heart of financial advice.

My work sits at the intersection of psychotherapy and financial services; helping advisers, firms and providers shift from selling technical expertise to building relationships that clients will value and pay for; and redefining what it means to be a trusted financial adviser.

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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.

- Dan Haylett, TFP Financial Planning, Host of The Humans v Retirement Podcast

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An A-Z guide to Emotional Finance:

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 move on from.

The Emotional Finance A-Z is the financial professional’s guide to the other half of advice work.