Welcome to Case Wealth Management Limited

We provide bespoke wealth management and financial planning advice to private and corporate clients in and around East Anglia.

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Testimonials

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Rob has reviewed all my finances and I feel he has provided sound advice and recommendations. He took time to understand my attitude to my finances and the level of risk I, as an individual was prepared to accept. I feel Rob works with integrity. He was exceptionally tolerant of my repeated question...
Dr L Pearce

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Case Wealth Management Limited is registered in England and Wales, Number 07912302. Registered Office: Maple Tree House, 43 Meadowlands, Kirton, Ipswich, Suffolk, IP10 0PX.