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Capercaillie Financial Advice Limited

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About Us

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Bio

Vera is an experienced Financial Adviser with 17 years in the financial industry and a Diploma in Financial Planning.

After five successful years as a financial adviser with Prudential Financial Planning, Vera was delighted to establish her own financial advice business, Capercaillie Financial Advice Limited, as part of The Advice Partnership from Prudential.

Vera has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Vera takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Vera provides sound, personal and expert advice.

In her spare time, Vera enjoys countryside walks with her husband Kevin and in the right weather, taking their boat out on Loch Lomond.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

Vera has been assisting my wife and I with financial matters for several years, during this time we have built up a great rapport through regular face to face meetings, virtual calls and during formal consultations in our home.

We have great respect for Vera, in terms of her product knowledge and in the way that she takes time to translate complex technical matters, into language that is easy for us to understand. Vera has a proactive approach ensuring that we do the right thing at the right time and always provides practical and relevant solutions. Most importantly for us we trust Vera completely to assist us organise our finances.

February 2021

Vera has been helping my wife and I for the last couple of years with our financial and retirement planning. We trust her! She listens really well and probes our responses, so that she has a really good understanding of our needs and aspirations. She is great at explaining things in simple ways and is always very prompt in getting things done.

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Vera Bowes

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Capercaillie Financial Advice Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.