Carlile Alexander Private Wealth Limited

Reference number: 788766

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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.

In the full report: 3 background checks

  • When capw.co.uk first appeared online, and whether it can receive email
  • What kind of line 07956 228581 is
  • Who else gives the postcode EC4Y 0DA
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Other names (4)

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

  • Carlile Alexander Private Wealth Former name
  • W1 Investment Group UK Ltd Former name
  • Perfect Life Former trading name
  • W1 Mortgages Former trading name

FCA permissions and consumer protection

  • 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.
  • 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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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.

Company number
10853464
Company status
Active
Company type
Private limited company
Incorporated
6 July 2017 (9 years old)
Registered office
3-7 Temple Chambers Temple Avenue, London, EC4Y 0DA, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Thomas Carlile Evans Director Feb 1985 4 Apr 2019 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 6 January 2025Micro-entity accountsNot audited

Net assets

£129k

+5.4% from £122k

Employees (average)

1

Same as 1

Owed within a year

£5,193

−59% from £12.6k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 10853464. 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

Carlile Alexander Private Wealth’s history from the FCA register and Companies House, newest first.

Key events (11) All events (21)

2021

14 October 2021

  • Changed its registered name from "Carlile Alexander Private Wealth"

FCA register

2020

11 December 2020

  • Changed its registered name from "W1 Investment Group UK Ltd"

FCA register

2019

28 March 2019

  • Board replaced: its only director left and a new director took over
  • Charles Lovell no longer has significant control
  • Thomas Carlile Evans became a part-owner (25–50% of shares)

Companies House

2018

1 February 2018

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2017

6 July 2017

  • Incorporated at Companies House
  • Charles Lovell gained significant control
  • Joshua Peter Adlam Williams became a part-owner (25–50% of shares)
  • Sebastiaan Kretzers became a part-owner (25–50% of shares)

Companies House

In the full report: all 21 events

  • All 21 events in its history (11 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Carlile Alexander Private Wealth

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Carlile Alexander Private Wealth

Other firms of the same type (financial adviser), nearest first.

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

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 Carlile Alexander Private Wealth

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 21 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Carlile Alexander Private Wealth Limited FCA authorised?
Yes, Carlile Alexander Private Wealth Limited (FRN 788766) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2018 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Carlile Alexander Private Wealth’s phone number and website?
The FCA register lists the phone number 07956 228581 and the website capw.co.uk for Carlile Alexander Private Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Carlile Alexander Private Wealth a scam or clone?
Carlile Alexander Private Wealth 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 Carlile Alexander Private Wealth?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Carlile Alexander Private Wealth to the Financial Ombudsman Service, free of charge.
Who owns Carlile Alexander Private Wealth?
Companies House lists 3 people with significant control of Carlile Alexander Private Wealth: Mr Thomas Carlile Evans (25–50% of shares), Mr Joshua Peter Adlam Williams (25–50% of shares) and Mr Sebastiaan Kretzers (25–50% of shares). Before that, it was controlled by Mr Charles Lovell.
Who runs Carlile Alexander Private Wealth?
Companies House lists one director of Carlile Alexander Private Wealth: Thomas Carlile Evans.
How long has Carlile Alexander Private Wealth been in business?
The company was formed on 6 July 2017, and has held its current FCA authorisation since February 2018.
What do Carlile Alexander Private Wealth’s latest accounts show?
Its latest accounts, to 6 January 2025, show net assets of £129k (+5.4% from £122k).
Does Carlile Alexander Private Wealth use any other names?
It has previously used 4 other names, including Carlile Alexander Private Wealth, W1 Investment Group UK Ltd and Perfect Life.

Sources and links

The full report on Carlile Alexander Private Wealth Limited

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