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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ARTICLES AND INSIGHTS
AMFA headlines George’s Rockstars
We are very proud to be supporting George’s Rockstars as a company headliner.Read more
Andy McGhee – Season Review
As announced earlier this year, AMFA are proud to be sponsoring GB athlete, Andy McGhee during his season of arduous challenges. With the season having now come to a close, we take a look back and ponder what’s next in store for Andy as he prepares for the season ahead.Read more
AMFA supports Huntington’s Disease Association
Saturday 30 September saw three of the AMFA team take the plunge from 13,000 feet in aid of our chosen charity of the year, Huntington's Disease Association.Read more
