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Jordi Montaner

With a keen interest in everything finance – and whilst completing his Bachelor of Advanced Finance and Economics (Fin & Econ) – Jordi joined McPherson & Associates in October 2017 as a Client Support Officer, with his position evolving in early 2019 to paraplanner.

Jordi’s paraplanner role incorporates working closely with the financial planners, conducting technical research, modelling strategies and preparing comprehensive advice documents.

“When I’m not working or studying you’ll find me scooting from one adventure to the next – as fast as possible! Next on the bucket list is being trackside at a Formula One race, trekking the Himalayas in Nepal, and a Rally tour across Scotland!”

Early planning is key to
achieving your objectives.

Contact us to learn how our planning can assist with securing your
financial future.

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