01275 370 670

Clémence Chatelin

Senior Financial Planner

“Working with clients in the pursuit of their goals goes a long way towards me achieving fulfilment in my career as a Financial Planner. If I can help them to do this while leaving a better world for their children.”

Clémence has lived in four different countries and learned 5 different languages along the way and she can confidently speak, read and write three.

Having obtained a Bachelor’s in International Management (China) at SOAS, she discovered her passion for finance and sustainable business. After completing a Master’s in Finance & Investment at the University of Bristol she joined the team in 2017 on the Graduate Programme.

Supporting Lee and his team, Clemence primarily deals with some of our larger and more complex clients and their children. She also sits on the Investment Committee as the Impact Investing Specialist.

Clémence shares the view that money is a means not an end; a tool to create a life or achieve a goal in the pursuit of happiness. For her listening to our client’s ambitions is very inspiring.

Outside of work

Clémence has been dancing for over 10 years and has re-embraced practising yoga in her free time. She likes to go on adventures in foreign countries and is a passionate foodie.

Speak to a member of our financial planning
team today on Bristol 01275 370 670
or London 020 7269 7960.