Patricia Lake
Chartered Financial Planner, Partner
Patricia works closely with her clients building long term relationships to ensure they can be confident they are on track to meet their financial goals both now and in the future.
Cash flow modelling is often at the heart of her work, allowing clients to make informed decisions. She typically works with other trusted advisers and the wider family. She has experience dealing with clients facing difficult life choices, including divorce, bereavement, or care funding, as well as helping those planning for a future retirement.
Patricia brings a wealth of experience, having advised clients for over 30 years, and was a founding partner of Beckford James before the merger with Saltus in 2022.
Patricia builds long term relationships with her clients to ensure they feel confident in their financial goals, using cash flow modelling to facilitate informed decisions during life's challenging transitions.
At home...
When she’s not working, Patricia spends as much of her free time as possible with her family and grandchildren. She can usually be found outdoors, being a keen sailor, an open water swimmer, and working on growing her colonies of bees.