Valerie Barr
Managing Director
Chartered Financial Planner
Valerie Barr
Managing Director
Chartered Financial Planner
Professionally
Val has more than 22 years’ experience in financial planning, having started her career in 1998. She achieved Chartered status in 2005 and became a Fellow of the Personal Finance Society in 2019. Her day-to-day role involves talking to clients, helping them solve problems and plan for the future.
Personally
When not at work, Val has two very active boys, who take part in rugby, football, handball and mountain biking. This involves travel to competitions and games all over Scotland and sometimes England.
Val loves all things fitness, including running, biking and lifting weights. She has completed two marathons, Chester and York, completing the latter in four hours. She is also a member of the Rotary Club of Lanark, who help to better the lives of both the local and international community.
Importantly
It’s important to always verify the credentials of your financial planner before choosing to work together. You can find Val’s below.
More about Val
On an ideal weekend, you can find me:
At Glentress Trails with my boys, cooking toasties for lunch on the portable gas burner and hearing all the trails chat.
My favourite holiday destination is:
Florida
The best gift I’ve ever received is:
Entry to Inch to Inch, a swim run competition – NOT!! Husband never got me that gift again!
If I could turn any activity into an Olympic sport, I would win a medal in:
Grammar and spelling
If I could be any fictional character, I would be:
Mary Poppins
When the dessert menu arrives, I’m looking for:
Prego Sticks: - cooked pizza dough sticks with caramel sauce
