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Charlie di Lorenzo

Charlie di Lorenzo BA (Hons)

Client Relationship Executive

  • 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 his Diploma in Financial Planning and would love to eventually become Chartered. 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

Carrington Wealth Management is a trading style of Carrington Investment Consultants Limited which is authorised and regulated by the Financial Conduct Authority No. 566946. Registered office: One Chapel Place, London W1G 0BG. Registered in England No. 3193939. The content on this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. For information on our complaints policy, please click here. To view our privacy policy, click here.

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