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
AMFA flies for Saints Foundation
On Saturday 23 September, one of our own, Caitlin Wyeth took part in the Big Saints Skydive in support of the Saints Foundation.Read more
AMFA Supports Wessex Heartbeat
September 7 saw the return of the New Forest Rotary Club Charity Golf Day. Along with other local businesses, AMFA took a four-strong team to the fiercely contested event at Bramshaw Golf Club. Read more
Increasing v Decreasing Term Assurance
Understanding the main benefits and drawbacks of both increasing and decreasing term assurance can help you make the best decision when it comes to your protection needs. Here we look at the differences and what this means for you.Read more
