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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.
Clémence primarily deals with some of our younger clients, families and more complex clients supporting Lee and his team. She specialises in sustainable investing opportunities and is a member of our investment committee leading the development in this area.
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
In her free time Clémence pursued dance for over 10 years and has re-embraced practising yoga. She likes to go on adventures in foreign countries and is a passionate foodie.