The advice business: Jo Wall on bridging the gap between coaching and advice

Jo Wall is founder and Chartered financial planner at Joyful Wealth Jo Wall is founder and Chartered financial planner at Joyful Wealth, a small, regulated business that aims to bridge the gap between financial coaching and advice, helping atypical clients achieve what they thought was impossible. The Women in Financial Advice Awards winner – she took home Financial Adviser of the Year – North West in 2024 – says while she is a business owner and adviser, her financial planning responsibilities come first. "I very much see myself as a financial planner that happens to run their own ...