Collaborative Consultancy

Expert, relationally informed insight, guidance and implementation to strengthen your systems, culture and outcomes.

GET IN TOUCH
GET IN TOUCH

Consultancy: Project Based or Rolling Retained Arrangements

Our consultancy work helps firms bring emotional literacy and relational intelligence into the places it matters most — culture, processes, leadership and client experience.

From adviser growth and development, improving client experience, vulnerability policy or handover processes through to supporting multigenerational family conversations and co-coaching clients - we offer thoughtful and collaborative partnership via a retained or project based arrangement.

Book a discovery call to discuss consultancy or partnership or get in touch here

What people say

  • Emma has an exceptional ability to connect the dots between the emotional drivers behind financial decisions and the human behaviours that shape them.

    — Laura Barnes, Nucleus

  • What truly sets Emma 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, IFA

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

    — Dr Tom Mathar, Aegon.

  • Emma's on a mission to change the way we approach financial service conversations and generally improve trust in the industry. Her own personable approach makes her a warming and engaging individual to work with.

    — Amanda Ford, Financial Planning Club

  • Emma is EXACTLY what the financial advice profession needs. 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.

    Hayley Rabbets, Calton Evergreen

  • 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.

    Jacqueline Lockie, Lockie Consultants

  • If you're working in financial services and care about building genuine client relationships, you need to know about Emma and the work she’s doing at Emotional Finance.

    Sally Pham, Ascot Lloyd

  • Emma brings such a gentle and empathetic approach to her teaching that she makes you feel instantly safe.

    Sophie Smith, Joyful Wealth

  • Emma brings clarity to questions I’ve asked myself for years, and she does it with real expertise, care, and insight

    David Nelson, Own Your Own Future Financial Planning

  • Working with Emma helped me step into the next phase of my business with focus and courage - and gave me a better understanding of both my challenges and my strengths

    Rosie Mowat, Rosebud Financial Coaching

Hi - I’m Emma

Founder of Emotional Finance

As a former psychotherapist now working within financial services, I translate emotional literacy and relational intelligence into the heart of the profession.

I support financial professionals and firms to lead the industry’s shift toward more human, connected, trust-centred financial advice; strengthening client relationships and driving better outcomes for clients and businesses alike.

If this sounds like the kind of support or partnership you want in your world, get in touch — I’d love to explore how we could work together.