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About Us

Meet the team...

Malcolm Pearson

Malcolm PearsonMalcolm entered Financial Services in 1981 contracted to Hambro Life, Allied Dunbar and Zurich as a Senior Sales Adviser with his own practice. Malcolm became totally independent in 2004 and now, as well being a successful Sales Adviser with a loyal client following, also runs the practice which is made up of 4 advisers and 2 administrators.

Malcolm has gained extensive business experience over the past 30 years including running a retail outlet, nursing home and hotel. Through this understanding, he now specialises in advising others on how to establish their business as well as wealth creation.

In addition to sales, Malcolm is a key driving force in the development and progression of both the business and it’s Associates. He is currently working towards improving the level of qualifications amongst the Advisers with an end goal of taking the practice to chartered status.

Malcolm is a keen gardener and enjoys looking after his large collection of Koi carp. He spends much of his free time enjoying the company of wife, daughters and grandchildren.

Ros Thomson

Ros ThomsonRos was a senior nurse for many years working in the NHS and Private Sectors. During this time she acquired a range of management and teaching qualifications. She is currently an elected Governor of our local NHS Foundation Trust.

Having joined the team in 2004 Ros advises our military clients. Drawing on her 16 years experience of service life Ros uses her extensive knowledge of the unique needs of H. M. Forces and their families to provide appropriate financial advice throughout their service careers and beyond, wherever they serve. She regularly gives financial briefings to military personnel on behalf of JSHAO(MoD).

Ros enjoys travelling and tries to combines that with her other interests in history, photography and drinking the occasional single malt whisky or red wine.

DipPFS, MAQ, Cert Ins, Cert Equity Release, J07

 

Amy Penning 

Amy SatchellWhilst successfully completing her University Degree in Management Sciences between September 2001 and June 2004, Amy also studied and achieved her Certificate in Financial Planning and Mortgage Advise Qualification.
During this period, Amy also worked within the hotel and social care industries, providing her with an excellent grounding in respect of delivering a high level of customer service and care.
Amy joined the team at Pearson Independent Advisers in July 2004.  She is now the Office Manager and is responsible for the day to day running  of the office, as well as developing and implementing new practice procedures and systems. 
Amy continues to practice as a Financial Adviser and over the past 5 years has developed her own loyal client relationships.
Amy enjoys cooking, eating out with her close friends as well as reading and visiting the gym.

BSC Hons, DipPFS, MAQ, Cert Ins, Cert in Financial Administration

 


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Joëlle Whitehead

JoelleJoëlle has travelled extensively and after several years working in some of the best hotels in the world, as well as managing her family owned hotel, joined our team in 2006. Drawing on her wide-ranging management and problem solving skills Joëlle applies a holistic approach towards her clients and their financial needs.

While the majority of Joëlle’s personal time is spent chasing after her young son she still manages to participant in running half marathons and the occasional snow boarding holiday. For relaxation she enjoys photography and a much needed glass of red wine

FPC MAQ Cert Ins

Amanda

AmandaAmanda has worked in the Financial Services since 1995 when she joined Alliance & Leicester as a customer adviser. Following a move to the Portman Building Society she was one of the first to achieve her CeMap qualification in 1999. Looking for a further challenge she went to work for an IFA practice based in Swindon and became responsible for their largest group pension with in excess of 1000 members.

Taking a short break from financial services Amanda was involved in the setting up of a successful HIP company and went on to join our team in April 2010.

Amanda enjoys reading, cooking and spending time with her husband and two daughters who keep her busy outside of work.

 


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  Correspondance address: Selbrook House, Shaw, Swindon, Wilts SN5 5PP T: 01793 771205 / 771142 F: 01793 772280
Pearson Independent Advisers is a trading style of Mortgage Horizons Ltd which is authorised and regulated by the Financial Conduct Authority.
Not all products offered by Pearson Independent Advisers are regulated by the Financial Conduct Authority.
Mortgage Horizons Ltd.  Registered in England and Wales, No. 5015305. Registered Address: 609 Delta Business Park, Welton Road, Swindon, Wilts.  SN5 7XF

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