Emma Boardwell on Trust, Connection and Collaboration
with Emma Boardwell, founder, Emotional Finance
Emma Boardwell is the founder of Emotional Finance, a pioneering approach to integrating financial expertise with emotional intelligence. A UKCP qualified psychotherapist, trainer, and facilitator, Emma also holds the DipFA qualification and is a Wise Monkey certified Financial Coach. She brings a rare blend of technical financial knowledge and deep understanding of human behaviour to the world of financial services.
Drawing on her experience in both therapeutic and financial settings, Emma works with firms and professionals to bridge the gap between numbers and people, strategy and empathy. She equips advisers and leaders with the relational skills, self-awareness, and practical tools needed to create trusted, loyal, and truly client-centred relationships.
Her work is grounded in the belief that when professionals can connect on both a technical and human level, they have better conversations, achieve stronger client outcomes, and make a lasting impact. By fostering openness, curiosity, and understanding, Emma helps financial services professionals move beyond transactional interactions to build meaningful, enduring partnerships.
Whether through training, facilitation, or coaching, Emma’s mission is to transform the way the industry approaches client relationships — making them more authentic, resilient, and effective.
Don't miss this opportunity to learn from one of the industry's most forward-thinking voices on the human side of financial advice.