Editor's note: This brief was summarised by The Property AI Newsroom from a report by Mortgage Solutions. Read the original article for full details.

CAPC Joins Rosemount Financial Solutions as Appointed Representative

Christopher Allen Private Clients (CAPC), a boutique mortgage and protection advice firm, has become an appointed representative of Rosemount Financial Solutions. CAPC, based in Alcester, Warwickshire, specialises in solutions for high-net-worth clients and was launched in 2013.

Rosemount Financial Solutions is a mortgage, protection, and financial planning network. In the second quarter of the year, Rosemount added 12 advisers to its network.

According to the report, this is CAPC’s first network move since its launch 13 years ago. The firm cited the importance of finding a partner that would support its ongoing journey.

The partnership is expected to enable CAPC to continue delivering specialist advice to its clients and introducers, while also supporting growth into additional markets. CAPC noted that its protection proposition will be enhanced through access to a broader range of providers and products.

The report also highlights that Rosemount’s compliance team was a key factor in CAPC’s decision, particularly for cases that fall outside standard parameters.

This development may be of interest to UK letting agents and inventory clerks monitoring changes in the mortgage and protection advice sector, as network expansions can influence the range of services and expertise available to property professionals and their clients.