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Shona Barr

Associate Director, Wealth

Shona founded Affinity IFA Limited in 2008 which then joined forces with Progeny in 2021.

Having worked in financial services since 2001, Shona has a wealth of experience. Her career has spanned retail banking, lending and wealth management. Shona’s expertise lies in providing lifestyle financial planning with the key aim of making a positive difference to peoples personal and financial lives, and to inspire them to live the life they desire.

Outside work, Shona loves travel, painting, playing in a brass band and spending time with family and friends.

The Affinity team has joined Progeny, the first and only firm in the UK to bring together independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place. To find out more about this exciting news, please click here.

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