We’re delighted to welcome Joseph Barton to the team at Clarity Wealth Limited as our newest fully qualified financial planner.
Before we introduce Joseph we would like it put on record that prior to our first day together we did not discuss his and hers gingham shirts and shoes – we are obviously a perfect match though!
Joseph brings with him a wealth of experience, having advised clients for over five years in roles across the North East and Yorkshire. Most recently, he worked at The Ethical Investment Co-operative, where he built and managed a substantial client base of over 130 households. His work focused on pension planning, investment management, and guiding clients through key life transitions — all with a strong emphasis on ethical investing and personalised service.
Joseph’s technical expertise is complemented by his commitment to professional growth. He’s completed multiple advanced CII qualifications, with just one AF paper left to achieve Chartered status — a goal we’re proud to support him in reaching.
But what really stood out during our conversations with Joseph wasn’t just his capability — it was his character. He’s passionate about building strong client relationships, has a calm and thoughtful approach, and shares our belief in doing what’s right for clients, not just what’s easy.
Outside of work, he’s a former international athlete (fencing & swimming), loves open water swimming, and enjoys spending quality time walking and hiking with his wife and their two dogs
We’re thrilled to have Joseph on board and confident that our clients and colleagues alike will benefit from his deep knowledge, quiet determination, and people-first mindset.
Welcome to the team, Joseph!
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