Meet The Team
Introducing the hardworking team that make Joyful Wealth what it is…
Jo Wall
Founder & Chartered Financial Planner
Hi there 👋 I’m Jo, a financial planner who loves helping people overhaul their finances and live a richer life — without becoming a social recluse. 
I created Joyful Wealth to bridge the gap between those who need financial advice and those who can actually access it. If you’ve ever felt judged, excluded or priced out of financial advice, let’s put the world to rights over a virtual brew! 
I’ll help you break bad habits, become money confident, and free up your calendar, without telling you off for putting the last three holiday’s spending money on your credit card. 
Together, let’s create a sustainable financial plan that leaves you excited to move forward. I’ll be cheering you on every step of the way.
Sophie Smith
Chartered Financial Planner
Say hello to Sophie, our SOLLA Accredited Financial Planner.
Sophie takes care of our Later Life and retirement planning clients.
Brom
Head of cable management
Let’s have a chat
If you want to take control of your finances and overhaul your life, you need a financial planner you can gel with. That’s why we offer free consultations so we can get to know one another. During this initial chat, we’ll chat about your needs and objectives and talk you through our services in detail. If you’d like to get started, book a call with us today.. 
Jo is a Chartered Financial Planner & holder of the prestigious title of Fellow of the Personal Finance Society. The fellowship is the highest qualification awarded by the governing body.
Get in touch
07572957278
hello@joyfulwealth.co.uk
Twin Acres, Hulme Hall Lane,
Allostock, Cheshire, WA16 9JN
Affiliations
