Halifax
Alicia joined Perspective in May of 2023 when Brighter became part of the group.
Having started her career in financial services in 2014 Alicia has progressed through various roles including: Personal Banking Manager, Mortgage Research Consultant, Bridging and Commercial Specialist, and now Mortgage & Protection Advisor at Perspective (Brighter).
Alicia specialises in looking at each case individually, researching a tailor-made solution to fit the complexity of the enquiry. Usually, the more complex, the better, as she loves researching the best solution! Alicia is additionally qualified in Equity Release and well placed to assist in later life lending.
Outside of work Alicia enjoys spending time with her husband and twin boys, ideally somewhere hot, but that doesn’t happen too often in Halifax’s climate.
Check out Alicia’s VouchedFor profile here.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
