Charlie di Lorenzo BA (Hons), DipPFS
Financial Planning Analyst
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

