Meet the team
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Courtney Pearse
Paraplanner
I joined Asset Management in March 2017, now managing the Winchester office whilst supporting our Senior Financial Adviser, Ian Jones, as a Paraplanner. I previously worked in retail banking, starting my career at Bradford & Bingley in 2009.
After having a family, I made the career change to an Administration role here at Asset Management before moving into the Paraplanning team, passing my Level 4 Paraplanning Certificate in 2022 and Mortgage Advice Certificate in July 2024. I started my role as Office Manager for our Winchester office in August 2024.
Outside of work, I spend the majority of my time with our family cockapoo Patch, at the side of a football pitch cheering on (very loudly) my two teenage daughters who play for local teams the Worthys and Winchester City Flyers.
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Call 02380 420 606 for a quick chat or contact us and we can arrange an initial consultation. Whatever life-stage you are at right now, we'd love to help.
ARTICLES AND INSIGHTS
110 Kilometres. 6100 M + Elevation. Two Days.
Recently AMFAs Managing Director, Matt Wood, completed the Ultra X Madeira, a 110km multi-stage ultramarathon.Read more
AMFA Business Update
Over the past year, AMFA has continued its transition toward a more data-led and technology-driven advice process.Read more
Market Summary – February 2026
At first glance, February looked uneventful, but beneath the surface, important shifts were taking place.Read more
