Christopher Allen Private Clients has joined Rosemount Financial Solutions (IFA) as an appointed representative.
The Alcester-based mortgage and protection brokerage, known as CAPC, specialises in advising high-net-worth clients and handling complex cases.
Established in 2013, the Warwickshire firm works with accountancy practices across the UK and focuses on providing a personal service.
Rosemount added 12 advisers during the second quarter of 2026. The mortgage, protection and financial planning network said it achieved record revenue in both the first and second quarters.
Ahmed Bawa, chief executive of Rosemount Financial Solutions (IFA), said: “We are delighted to welcome CAPC to the network. Rosemount is renowned for providing personal, individualised support to our members, which aligns perfectly with the way CAPC treats its clients.
“That we are attracting members of such high calibre demonstrates how well our message is resonating, with advisers opting for a network which recognises their individual ambitions and will go the extra mile in helping them achieve those goals.
“The first half of this year has seen tremendous results, in terms of both the network’s performance and the number of outstanding advisers joining Rosemount. I have no doubt CAPC will help us set yet more records in the months ahead.”
Michael Batchelor, director of Christopher Allen Private Clients, said: “As this was our first network move since establishing the business 13 years ago, it was important for us to find a partner that would support us throughout the journey.
“The Rosemount team have been proactive, responsive and highly supportive from day one, making what could have been a complex transition remarkably straightforward.
“This partnership will enable us to continue delivering the specialist advice our clients and introducers have come to rely on, whilst supporting our growth into additional markets in the years ahead.
“Our protection proposition will also be enhanced through access to a broader range of providers and products, ensuring we have the tools and flexibility to help clients protect both their personal and business interests.
“Given the complexity of many of the cases we advise on, Rosemount stood out as an attractive proposition, particularly due to the opportunity to work closely with an experienced compliance team on cases that fall outside standard parameters.
“This collaborative approach was one of our key requirements when selecting a network partner and, even at this early stage, we are already seeing the value that relationship brings.
“We look forward to building a long, successful and mutually beneficial partnership with Rosemount that delivers ongoing value to CAPC, our clients and our introducers.”
