Joel Carter

Joel Carter

Client Manager

I joined the Artorius family in 2021 as a Client Manager working in the Manchester office.

I began my career within the financial services industry via an apprenticeship scheme with Rathbone Investment Management. During this 2 year apprenticeship I completed my Investment Operations Certificate with the CISI and discovered a real passion for Financial Planning & Investment Management.

Following my apprenticeship, I worked for over 3 years as the Client Service Executive in the Liverpool Financial Planning team. Assisting the Financial Planners & Investment Managers during their client meetings as well as implementing any recommended financial products.

Over the last few years I have completed various financial planning qualifications. I am very proud to have become a Chartered Financial Planner and Fellow of the Personal Finance Society at the age of 23.

Outside of work I am a proud Evertonian; depending on their recent run of form. I also play a number of different sports which includes: Tennis, Golf, Football and many more. I enjoy travelling to new countries and checking off as many bucket list items as possible whenever I can.

Manchester +44 161 711 0730