CAPC is a boutique mortgage and protection advice firm that specialises in finding solutions for high-net-worth clients. The business was launched in 2013 and is based in Alcester, Warwickshire.
In Q2, Rosemount added 12 advisers to its network.
Ahmed Bawa, CEO 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 CAPC, said this was the firm’s first network move since launching 13 years ago, making the decision important as it meant finding a partner that would support the firm through its journey.
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He added: “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.”
Batchelor continued: “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.”
