Patricia Lake

Patricia works closely with her clients building long term relationships to ensure that they can be confident that 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. Typically working with other trusted advisers and the wider family, she has experience of 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.

When she is 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 when not in the Solent can typically be found in her garden or working her growing colonies of bees.