Patricia Lake - Administrator

patricia.lake@ejsfp.co.uk

Patricia joined EJS in 2022, bringing with her a wealth of administration experience that she has confidently applied to her role.  A valued member of the team, she is highly skilled in client processing and is known for her friendly, approachable manner when working with clients.

Her strong organisational abilities and attention to detail enable her to support the team effectively and ensure day‑to‑day tasks run smoothly.

Outside of the office, Patricia’s time is happily centred around her partner and their two girls, who bring plenty of energy and joy to family life.  She also enjoys gardening and being outdoors, which gives her a welcome opportunity to unwind and enjoy some fresh air.

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At a glance

The Team

Emma Duncan

Managing Director

DipPFS

Emma is the Managing Director of EJS and brings a strong analytical and technical foundation to the business, supported by her degree in Mathematics.

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Andrew Strickland

Senior Financial Planner

DipPFS, CertPFS (DM & Securities)

Andrew is a Senior Financial Planner and joined EJS in 2024 having worked in financial services for over 20 years.

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Jason Ogelman

Employee Benefits Consultant

Jason specialises exclusively in advising businesses on employee benefits. His deep understanding of the employee benefits landscape enables him to support companies in designing, implementing, and managing…

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Joanne Deacon

Operations Manager

Cert CII (FS)

With more than 25 years of experience in Financial Services, Joanne has been an integral part of the EJS team since joining in September 2020.

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Briony Gibson

Paraplanner

With over 13 years of experience in Financial Services Briony brings strong technical knowledge and practical insight to the EJS team.

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Wayne Roy

Paraplanning Administrator

Wayne joined EJS in November 2024, bringing with him three decades of experience gained in a long‑standing and highly dedicated previous role.

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Patricia Lake

Administrator

Patricia joined EJS in 2022, bringing with her a wealth of administration experience that she has confidently applied to her role.

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