Alice AitkenMA (Hons) Cert CII (MP)
Favourite Film: A close tie between Notting Hill & Love Actually. I just love a British 90s/early 2000s romcom.
Favourite Holiday: My twin sister has lived in Sydney, Australia since 2019. I finally got the opportunity to visit her in July 2023. Spending time with her and exploring the place she calls home was so special. We made such great memories and visited beautiful landscapes. I will always treasure the adventures we had.
Favourite Food: I am a huge fan of seafood, scallops being my absolute favourite!
Favourite things to do in my spare time: I adore being outdoors, especially in summer. I love to sunbathe in the garden and listen to endless podcasts. I am very close with my friends and family and spend many hours chatting over meals and drinks. My fiancé and I love to walk and explore together, often with the companionship of his family’s dog, Yogi. I also enjoy running, cycling, reading and most importantly, cooking.
Alice understands that any mortgage endeavour can be stressful and prides herself on her calm and comprehensive approach to help guide clients through the process. Whether it is a new home, an investment property, or a re-mortgage.
Alice joined us in May 2024 to help Stephanie support our ever-growing mortgage & protection client base. Alice excels in relationship building and thrives in this role where building trust with clients and helping them through milestones is key.
Her studies of Social Anthropology are reflected in her personalised approach with each client, prioritising sensitivity, patience and open-mindedness. Alice is passionate about providing great client outcomes and her studies with the Chartered Insurance Institute have enabled her to put this into practice.
Alice has worked in the financial services industry for five years and set her sights on a career as a Mortgage Adviser whilst working as a Mortgage Consultant at Halifax. Through daily communication with the advisers, Alice found an interest in their role. She enjoyed and felt fulfilled by helping clients meet their goals.
Alice left Halifax in pursuit of a role where she could build lasting relationships with clients and be consistently involved in helping clients meet their goals as their priorities changed over time. She joined another Practice of St. James’s Place as a Practice Support Specialist. Alice enjoys learning and is always looking for new opportunities to build on her knowledge. She made her career aspirations clear within St. James’s Place, and was supported through her studies with the Chartered Insurance Institute to become a Mortgage & Protection Adviser. The opportunity to take the next steps in her career with St. James’s Place was to join PW & Partners and it is the perfect fit. Alice’s familiarisation with the values, ethos, systems and processes of St. James’s Place, allowed her to hit the ground running to support the large Mortgage & Protection business of PW & Partners.
Areas of Expertise:
Mortgages – Alice offers a comprehensive and personalised Mortgage Advice Service. Each client is tailored to and is provided with a detailed recommendation that meets their specific stage of life and personal and financial circumstances. Alice offers her services to anyone with a mortgage query, whether you’re a first-time buyer, coming to the end of a fixed rate, or looking to move home. She can also help you with re-mortgages, any buy-to-let enquiries and those looking to improve any current mortgage arrangements.
Even if you feel your circumstances or objectives are niche, Alice will try her hardest to overcome any obstacles to find a suitable mortgage solution for you. Alice offers a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries, for which we will be paid a procuration fee by the lender.
Insurance and Protection – Alice prides herself on meeting clients’ needs and ensuring that clients are suitably protected if they are unable to work, diagnosed with a serious illness or if the worst happened. By providing protection advice, Alice can help provide peace of mind to clients. Alice can help you ensure that your bills could be paid if you were unable to work and can help implement cover that would ensure your mortgage could be re-paid if you were to die or be diagnosed with a critical illness. Such advice helps secure the future of your family and your home.
Alice is motivated to make a true difference to clients’ lives. One of her favourite parts of her career is helping clients realise and achieve their goals, enabling them to create the futures they want.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
Some buy to let mortgages are not regulated by the Financial Conduct Authority.
Favourite Film: A close tie between Notting Hill & Love Actually. I just love a British 90s/early 2000s romcom.
Favourite Holiday: My twin sister has lived in Sydney, Australia since 2019. I finally got the opportunity to visit her in July 2023. Spending time with her and exploring the place she calls home was so special. We made such great memories and visited beautiful landscapes. I will always treasure the adventures we had.
Favourite Food: I am a huge fan of seafood, scallops being my absolute favourite!
Favourite things to do in my spare time: I adore being outdoors, especially in summer. I love to sunbathe in the garden and listen to endless podcasts. I am very close with my friends and family and spend many hours chatting over meals and drinks. My fiancé and I love to walk and explore together, often with the companionship of his family’s dog, Yogi. I also enjoy running, cycling, reading and most importantly, cooking.