Qualifications

  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate in Financial Planning and Long Term Care
  • Insurance
  • Certificate in Life & Pensions
  • Award in Long Term Care Insurance

Chartered Financial Planner

Chartered status demonstrates one of the highest levels of professionalism for financial planners, and is a signal of being top of their field. To achieve Chartered status a professional must show:
  • The highest levels of technical knowledge through professional qualifications
  • A commitment to the ongoing development of our skills and knowledge
  • An adherence to ethical conduct

Fellow of the Personal Finance Society

As a fellow of the Personal Finance Society, a planner has proven their knowledge, technical capability and commitment to ongoing professional development.

Managing Director

Chartered Financial Planner

Likes

  • Spending time with family and friends
  • Mountain biking
  • Fitness classes
  • Helping the community
  • Learning new things

Dislikes

  • Running more than 5 miles
  • Taking the bins out
  • Road biking - can't seem to maintain a decent speed!
  • Dishonesty

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.

View Val's SPS

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

What our clients say

I would like to thank EBS and their staff for providing an excellent service, making the minefield of my various pensions seem like an easy task and for keeping me updated on the progress. I would not hesitate in recommending them to anyone looking for pension advice.

Trust and expertise were my key needs for re-establishing my financial portfolio following a divorce. The replacement life cover and complete evaluation of my pension goals were perfectly designed and implemented to suit my changed circumstances. Well done EBS!

Honest and comprehensive financial advice given with no pressure to buy any products. Reasonable fees for advice and ongoing costs. Very happy with the services given.

Many thanks for taking so much time to meet and discuss our retirement funding plans with us yesterday. The detail of the analysis was very impressive, and you and your staff are to be congratulated on a very professional job.

Our grateful acknowledgements are due for the advice and support proffered by the EBS team and everyone we met at entry, all very courteous, personable and a pleasure to meet.

The ‘Portfolio Report’ that EBS offers has made understanding and managing the family budget so much simpler. It gives a detailed summary and breakdown of our overall financial position, which is so helpful when cross-referencing it.

Thank you for your very comprehensive letter and schedules.... I must reiterate my thanks for all you have done for me.

Many thanks indeed to you and EBS for doing your very best for me. I know I am in safe hands with you. It really is very much appreciated!

I would also like to thank you all for the work in getting this organised for us. I know it has not been easy but I really appreciate it all.

FR, Lanark

JS, Glasgow

IM, Dunbartonshire

RS, Biggar

BW, Skelmorie

MP, Glasgow

BA, Salisbury

MR, Glasgow

NM, Glasgow

Get in touch

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