Founder
CurrentEquipping financial professionals with emotional and relational insights and skills so they can build deeper, longer-lasting and more trusted relationships with their clients.
Aug 2024 - Present
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Emma Boardwell Email & Phone Number
Founder
at
Emotional Finance
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Who is Emma Boardwell? Overview
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Quick answer
Emma Boardwell is listed as Founder at Emotional Finance, based in Sheffield, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Emma Boardwell.
Emma Boardwell previously worked as Author & Content Producer at Moneyminded and Financial Wellbeing Consultant at The Money Charity. Emma Boardwell holds Level 6 Advanced Dip Fa, Tax, Trusts And Tax Compliance from Libf.
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Emotional Finance
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Profile bio
About Emma Boardwell
✅ Founder of 'Emotional Finance'; helping financial professionals build trust and elevate their practice through emotional and relational skills so that they can:Build deeper and more allied relationships with their clients and colleaguesTurn prospects into loyal clientsRaise retention and referral ratesImprove engagement and client follow-through on recommendationsProtect their firm from the threat of robo-advice and AI solutionsBoost staff morale and enhance workplace culture✅ DipFA qualified and Wise Monkey Certified Money Coach; working with individuals, couples and families.✅ UKCP Psychotherapist (retired member). Experienced facilitator, trainer and academic author. ✅ Advocating for a repositioning of Financial Services as a trusted and benevolent helping profession instead of a product focused, sales industry.✅ Building bridges between my expertise in the skills, insights and practices of psychotherapy and the work of developing trusted and allied relationships in financial services. ✅ Londoner up North👀 Website in development
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5 roles
Emma Boardwell work experience
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Author & Content Producer
Projects have included the development and authoring of online educational content for a leading professional body in the financial services sector
Financial Wellbeing Consultant
Jun 2024 - Oct 2024
Financial Administrator
Sep 2023 - Mar 2024
Ukcp Accredited Psychotherapist, Group Facilitator And Trainer
Ran a successful private psychotherapy practice working with adult individuals, couples and groups (Emma Flax: www.therapywithemma.com)Facilitator/trainer for various therapeutic, personal development and psychotherapy training groups and workshops, usually blending a mix of theoretical teaching, skills based training and experiential work.Notable responsibilities/ achievements include:Co-author, chapter on Gestalt Therapy in SAGE Handbook of Counselling and Psychotherapy (5thed).BACP Research Conference co-host, Abertay (2022) ‘Striving for equality, diversity and inclusion in research, practice and policy’.Critical Friend for validation of various University psychotherapy degree programmes (BA and MSc)Organising committee Member of the Marianne Fry Psychotherapy Lecture Series (https://mariannefrylectures.uk)
Sep 2010 - Sep 2022
8 education records
Emma Boardwell education
Level 6 Advanced Dip Fa, Tax, Trusts And Tax Compliance
Financial Coach Practitioner Certificate Training
Wise Monkey
Dip Fa, Advanced Financial Advice
Ma Gestalt Therapy Theory And Practitioner Diploma, Gestalt Centre London.
Gestalt Centre, London
Core Gestalt Psychotherapy Training
Manchester Gestalt Centre
Msc Society And Space, Cultural Geography
Bsc Geography, 2:1
Education record
FAQ
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What company does Emma Boardwell work for?
Emma Boardwell works for Emotional Finance.
What is Emma Boardwell's role at Emotional Finance?
Emma Boardwell is listed as Founder at Emotional Finance.
Where is Emma Boardwell based?
Emma Boardwell is based in Sheffield, England, United Kingdom while working with Emotional Finance.
What companies has Emma Boardwell worked for?
Emma Boardwell has worked for Emotional Finance, Moneyminded, The Money Charity, Perspective Financial Group Ltd, and Ukcp.
How can I contact Emma Boardwell?
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What schools did Emma Boardwell attend?
Emma Boardwell holds Level 6 Advanced Dip Fa, Tax, Trusts And Tax Compliance from Libf.
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