Hannah Lake

DipPFS

Financial Planner

I have over 20 years of experience in financial services, having built my career within retail banking where I developed a strong foundation in building trusted client relationships and supporting individuals to achieve their financial goals. More recently, I’ve progressed into financial advice, allowing me to provide deeper, more tailored advice to help clients plan confidently for the future. I’m passionate about understanding what truly matters to each client and supporting them at every stage of their financial journey.

Outside of work, I live on the North Cornwall coast with my husband and our two girls. When I’m not advising clients, you’ll most likely find me on the beach with my family or hiking the South West Coast Path, making the most of coastal life.

I work with clients in and around Bude, Cornwall and further afield either remotely or face to face.