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Patricia LakeBSc(Hons) Dip PFS CFPcm
Patricia Lake

Patricia started her career in financial services in 1982 in London, initially working with private clients in the Home Counties before moving to Bath in 2003.

As one of the founding partners of Beckford James, Patricia is a Certified Financial Planner, and affiliate member of both STEP and Resolution. Her expertise includes financial planning on divorce and in retirement, including possible long-term care needs. A key area of her work is liaising with other professional advisers and intermediaries to provide financial planning services to their clients.
01225 437600