Shona Barr, Managing Director
Affinity was created in 2008 from Shona’s desire to help clients live exceptional lives, to understand their finances and to provide honest, plain-talking financial planning advice, without the culture and constraints of the target driven, corporate world. Having worked in financial services since 2001, Shona has a wealth of experience gained in retail banking, lending and wealth management. Shona holds the Diploma in Financial Services and is working towards Chartered Financial Planner status. Outside of work, Shona enjoys spending time with family and friends, playing in a brass band and travelling.
Nick Lambert, Chartered Financial Planner
Nick joined Affinity in 2017 and is committed to providing an exceptional financial planning service. As well as holding the Advanced Financial Planning Certificate and Chartered Financial Planner Status, Nick is also a Pension Transfer Specialist. With a particular interest in technical aspects of financial planning, Nick is the go-to person in the team for technical analysis. Nick has worked in the financial services profession since 1997. Nick is married with 2 children who he loves to spend time with along with watching the odd football or cricket match.
Donna Tollan, Practice Manager
Donna oversees the day to day running of our office. She has a strong client focus and her organisational skills ensure we consistently deliver an exceptional level of service. With financial administration experience since 2005, Donna has a wealth of knowledge in all aspects of financial operations and management. Donna is married with one daughter and grand-daughter who she loves spending time with. Donna also enjoys winding down at the gym and has recently taken up hill-walking.
Susan Douglas, Business Consultant
Susan joined Affinity in 2016 after a progressive career in retail banking, financial advice and latterly compliance, spanning 20+ years. Susan holds the Diploma in Financial Services and is a Chartered Banker. A reliable and versatile financial planning professional, Susan displays strong practical experience in delivering a high level of customer service with strong attention to detail. Susan is married with 2 grown up children and grand-daughter. She enjoys spending spare time with family and friends, holidays and pilates.
Caroline Lightbody, Chartered Financial Planner & Paraplanner
Caroline assists the financial planners with research, analysis and reporting. Working in a variety of roles in financial services since 1985, as well as being qualified to Chartered Financial Planner status, Caroline has vast knowledge and experience in all aspects of financial planning. Caroline is married with 2 daughters and a grandson who she loves to spend time with. In addition to this, Caroline enjoys holidays and has recently completed the West Highland Way.
Donna Corkindale, Client Services Co-ordinator
Donna is responsible for client and provider liaison, plan administration and ensuring our services are delivered smoothly, to a consistently excellent standard. Donna has commenced her financial planning qualification journey and continues to study with a view to attaining the Diploma in Financial Services. Donna has 2 children and enjoys taking them on days out, driving Mum’s taxi and watching them participate in their various clubs.