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Clem Chatelin

Clem Chatelin

Senior Financial Planner

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Bristol

About me

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 younger accumulator clients, families and more complex clients. She specialises in sustainable investing opportunities and is a member of PN’s 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.

My details

I like helping people on:

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Socially responsible investing

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Inheritance planning

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Pensions – I’m retired

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Insurance

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee