Joel Carter

Joel began his career at Rathbones via a two‑year apprenticeship scheme, covering both Investment Management and Financial Planning roles.

Upon graduating, Joel spent just under four years working within the financial planning team, completing his Advanced Diploma by the age of 23.

He then joined Artorius Wealth before moving to Investec in June 2022, becoming a Financial Planner in November 2024.

Outside of work, he enjoys staying active through sports including padel, tennis and golf. He is also an avid Evertonian (depending on their run of form).