Leading financial advisory group bolster offering with senior appointment

Published On : 06/02/2020

By Joanna Coull

The first financial advisers in the UK set up specifically to tackle the climate crisis – have appointed Joanna Coull to serve as an adviser in the Oxford area.

Joanna is one of relatively few female financial advisers in what is traditionally a male-dominated industry – it is generally estimated that only around 11% of financial advisers in the UK are female. She also believes that many people in Oxford, and the surrounding areas, will welcome the opportunity to invest their pensions and savings in a way that actively helps tackle climate change.

Joanna Coull

Joanna, who lives in Steeple Aston, previously worked for independent financial advisers Chiltern Consultancy. While there, she set up the flourishing Chiltern Women in Business group to improve financial resilience for women and as a networking group for women interested in green and sustainable issues. With her experience, commitment and drive on board, The Path reveal ambitious growth plans to become the UK’s go-to company for consumers interested in impact investing.

Founder of The Path, David Macdonald, said: “Joanna’s appointment is one example of how The Path is growing in size, market dominance and credibility. She will add to the strength, depth, and diversity to our growing team and I am excited for her to join in our mission to tackle the climate crisis and build back better in a post-coronavirus era.”

He adds: “With the superior investment returns we are seeing across our all-impact portfolios, it is little wonder that more environmentally-conscious advisers are beating a path, to The Path.”

When speaking about her new role, Joanna said: “I’m over the moon to be joining The Path. In my view, there is no point talking to clients about future growth with no thought about the negative impacts some investments are having on the planet and the people on it.

“You can recycle, buy organic and ditch the car for a bike but the biggest difference you can make to the planet is looking at where you invest your pensions and savings. I have a huge interest in this issue of how we build back better for the future so it makes sense for me to join The Path where that is their whole focus – everything they invest in is designed to help tackle climate change in some way.”

Wanda Rich

Wanda Rich has been the Editor-in-Chief of Global Banking & Finance Review since 2011, playing a pivotal role in shaping the publication’s content and direction. Under her leadership, the magazine has expanded its global reach and established itself as a trusted source of information and analysis across various financial sectors. She is known for conducting exclusive interviews with industry leaders and oversees the Global Banking & Finance Awards, which recognize innovation and leadership in finance. In addition to Global Banking & Finance Review, Wanda also serves as editor for numerous other platforms, including Asset Digest, Biz Dispatch, Blockchain Tribune, Business Express, Brands Journal, Companies Digest, Economy Standard, Entrepreneur Tribune, Finance Digest, Fintech Herald, Global Islamic Finance Magazine, International Releases, Online World News, Luxury Adviser, Palmbay Herald, Startup Observer, Technology Dispatch, Trading Herald, and Wealth Tribune.