Capel Court Limited

Reference number: 154146

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • Website

    capelcourt.cliftonwp.co.uk

  • Phone number

    01275 813700

    Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.

  • Address

    Office 12 Lodge House, Lodge Park Business Centre, Lodge Lane, Langham, Colchester, Essex, CO4 5NE, United Kingdom

In the full report: 3 background checks

  • When capelcourt.cliftonwp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01275 813700 is, and the 13 other firms that give it
  • Who else gives the postcode CO4 5NE
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Balkerne Asset Management Trading name
  • Capel Court Plc Former name
  • Capel Court Public Limited Company Former name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Arranging safeguarding and administration of assets
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Concerns on the company record

  • Accounts are overdue at Companies House.
Company number
02686967
Company status
Active
Company type
Private limited company
Incorporated
12 February 1992 (34 years old)
Registered office
The Pavilions Eden Park, Ham Green, Bristol, BS20 0DD, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Security and commodity contracts dealing activities (SIC 66120)
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Anthony Valentine Carty Director Jul 1967 28 Feb 2025 9 other companies
Neil Greenaway Director Nov 1970 28 Feb 2025 22 other companies
Thomas Chambers Secretary Not published 28 Feb 2025 –

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
22
still active
19
went insolvent
3

In the full report: all 22 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The 3 that went into liquidation or administration
  • The 7 on the FCA register, including 2 no longer authorised
  • The 9 companies these 2 directors run together
  • All 12 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2022Full accountsAudited

Turnover

£1.32m

−8.4% from £1.44m

Profit before tax

£501k

−25% from £667k

Total equity

£391k

+1.2% from £386k

Cash at bank

£454k

−1.3% from £460k

Its next accounts are overdue at Companies House.

Turnover and profit

In the full report: all 4 years of accounts

  • Every year from 2019 to 2022
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 02686967. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Capel Court’s history from the FCA register and Companies House, newest first.

Key events (9) All events (37)

2025

28 February 2025

  • Board replaced: all 4 directors left and 2 new directors took over

Companies House

31 January 2025

  • Changed its registered name from "Capel Court Public Limited Company"

FCA register

2021

19 October 2021

  • Changed its registered name from "Capel Court Plc"

FCA register

2016

6 April 2016

  • Capel Court Holdings Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1994

31 October 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1992

12 February 1992

  • Incorporated at Companies House

Companies House

In the full report: all 37 events

  • All 37 events in its history (9 shown here)
  • Every director appointment and resignation: 20
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Firms connected to Capel Court

Other FCA-listed firms that share a director, phone number or address with Capel Court. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
12
share a director
7
share its phone number
11

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (7), the same phone number (11)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Capel Court

Other firms of the same type (investment or fund manager), nearest first.

In Colchester

Artless Wealth LtdColchesterAuthorisedDouglas Steers & Company LimitedColchesterAuthorisedEmery (IFA) LimitedColchesterAuthorisedMOYES Financial Planning LimitedColchesterAuthorisedUpper Park Trading LimitedColchesterAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Capel Court

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 22 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 37 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Capel Court Limited FCA authorised?
Yes, Capel Court Limited (FRN 154146) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Capel Court’s phone number and website?
The FCA register lists the phone number 01275 813700 and the website capelcourt.cliftonwp.co.uk for Capel Court. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 13 other FCA firms, one of which is no longer authorised.
Is Capel Court a scam or clone?
Capel Court is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Capel Court?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Capel Court to the Financial Ombudsman Service, free of charge.
Who owns Capel Court?
Capel Court is owned by Capel Court Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Capel Court?
Companies House lists 2 directors of Capel Court: Anthony Valentine Carty and Neil Greenaway.
How long has Capel Court been in business?
The company was formed on 12 February 1992, and has held its current FCA authorisation since December 2001.
What do Capel Court’s latest accounts show?
Its latest accounts, to 31 December 2022, show turnover of £1.32m (−8.4% from £1.44m) and profit before tax of £501k (−25% from £667k). Its accounts are overdue at Companies House.
Does Capel Court use any other names?
It trades as Balkerne Asset Management. It has previously used 2 other names: Capel Court Plc and Capel Court Public Limited Company.

Sources and links

The full report on Capel Court Limited

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