0330 038 8940
Based in Middlewich
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FCA Regulated
Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 May 2025
Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Jo has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jo has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jo has not yet added their qualifications to their profile
Qualifications not yet added
Jo has not yet added their qualifications to their profile
Transparent Fees
Jo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jo has provided information on their typical fees
Jo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 May 2025
Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Jo has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jo has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jo has not yet added their qualifications to their profile
Qualifications not yet added
Jo has not yet added their qualifications to their profile
Transparent Fees
Jo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jo has provided information on their typical fees
Jo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been in Financial Services for 10 years now, in which time I have become a Chartered Financial Planner, Certified Financial Coach and Fellow of the Personal Finance Society. All before I was 30yrs old. I have had experience in many different areas of financial planning as well as different roles within the industry, and so am able to draw on this experience to find a way that works best for my clients needs. At Joyful Wealth, I help enable your financial planning to be a gentle journey of curiosity and self-discovery. I support you to create your future financial success and security, by ensuring your decisions become an opportunity to find harmony between your personal happiness, living life and achieving your dreams. I empower my clients to feel confident and trust themselves with their decisions. I do this using personal financial planning principles and joyful coaching practices that focus on your financial and general wellbeing.
Offers available through VouchedFor
Contact Jo through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jo's clients
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Adviser Disclaimer
Joyful Wealth Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107