Charlie di Lorenzo BA (Hons), DipPFS

Financial Planning Analyst

020 7078 4849

charlie@carringtonwm.co.uk

Charlie has started his Carrington journey as part of the Client Relationship Team. He works closely with the advisors’ producing reports and assisting clients with their day-to-day needs whilst he hones the necessary skills to become an advisor. Charlie is fundamentally a people person and enjoys developing long-term trustworthy relationships with clients so he can help them achieve their goals.

Charlie has a 2:1 Degree in Business Management from the University of Coventry and has three previous years working for a Public Foreign Exchange Brokerage. He is currently working towards being Chartered after acquiring his diploma in Financial Planning. Outside of work, Charlie is a regular visitor at Stamford Bridge to watch Chelsea, as well as being a massive foodie!

Insight into Charlie

Bucket List

Drive an F1 Car

Climb Montaña de Colores in Peru

Buy his mum a house in the south of France!

Goals

Complete a triathlon

Become Chartered

Achieve an Italian passport and learn the language