Christopher Allen Private Clients Limited

Reference number: 625747

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Rosemount Financial Solutions (IFA) Limited Reference number: 535515 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Christopher Allen Private Clients Limited (FRN 625747) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Christopher Allen Private Clients's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Christopher Allen Private Clients, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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 capcmortgages.co.uk first appeared online, and whether it can receive email
  • What kind of line 01789 201914 is
  • Who else gives the postcode B49 6PU
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Other names (4)

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

  • CAPC Mortgages Trading name
  • TAG Mortgages Trading name
  • Christopher Allen Private Clients Ltd Former name
  • CAPC Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Rosemount Financial Solutions (IFA) Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
08820469
Company status
Active
Company type
Private limited company
Incorporated
19 December 2013 (12 years old)
Registered office
7 Arrow Court, Adams Way, Alcester, Warwickshire, B49 6PU, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Christopher Hewitt Director Jan 1971 19 Dec 2013 2 other companies
Michael David Batchelor Director Feb 1993 15 Dec 2022 1 other company
Belinda Jane Shread-Hewitt Secretary Not published 15 Jan 2014 –

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
2
still active
2
run together
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£77.8k

+59% from £48.9k

Cash at bank

£24.4k

−29% from £34.2k

Employees (average)

6

Same as 6

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 08820469. 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

Christopher Allen Private Clients’s history from the FCA register and Companies House, newest first.

Key events (5) All events (13)

2026

2 July 2026

  • Changed its registered name from "Christopher Allen Private Clients Ltd"

FCA register

2022

15 December 2022

  • Michael David Batchelor gained significant control

Companies House

2016

6 April 2016

  • Christopher Hewitt took control (75–100% of shares)

Companies House

2014

16 June 2014

  • Became an appointed representative

FCA register

2013

19 December 2013

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (5 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Christopher Allen Private Clients

Other FCA-listed firms that share a director, phone number or address with Christopher Allen Private Clients. 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 Christopher Allen Private Clients

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

In Alcester

DFM Financial Planning LimitedAlcesterAppointed representative

In the Birmingham (B) postcode area

ACS Financial Planning LtdSutton ColdfieldAppointed representativeAdrian WagstaffSolihullAppointed representativeAffinity Business Services LimitedBirminghamAppointed representativeAIT Business Solutions LimitedSolihullAppointed representativeAM 360 Financial Planning LimitedSutton ColdfieldAppointed 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 Christopher Allen Private Clients

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 13 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Christopher Allen Private Clients Limited FCA authorised?
Christopher Allen Private Clients Limited (FRN 625747) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Christopher Allen Private Clients?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Christopher Allen Private Clients Limited (FRN 625747) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Christopher Allen Private Clients's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Christopher Allen Private Clients, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Christopher Allen Private Clients’ phone number and website?
The FCA register lists the phone number 01789 201914 and the website capcmortgages.co.uk for Christopher Allen Private Clients. If you were given different contact details, use these to check with the firm before going any further.
Is Christopher Allen Private Clients a scam or clone?
Christopher Allen Private Clients 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 Christopher Allen Private Clients?
Protection works through Rosemount Financial Solutions (IFA) Limited, the principal firm responsible for Christopher Allen Private Clients's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Christopher Allen Private Clients?
Companies House lists 2 people with significant control of Christopher Allen Private Clients: Mr Christopher Hewitt (75–100% of shares) and Mr Michael David Batchelor (significant influence or control).
Who runs Christopher Allen Private Clients?
Companies House lists 2 directors of Christopher Allen Private Clients: Christopher Hewitt and Michael David Batchelor.
How long has Christopher Allen Private Clients been in business?
The company was formed on 19 December 2013.
What do Christopher Allen Private Clients’ latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £77.8k (+59% from £48.9k) and cash at bank of £24.4k (−29% from £34.2k).
Does Christopher Allen Private Clients use any other names?
It trades as CAPC Mortgages and TAG Mortgages. It has previously used 2 other names: Christopher Allen Private Clients Ltd and CAPC.

Sources and links

The full report on Christopher Allen Private Clients Limited

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