Case Wealth Management Limited was established in 2016, when it's Director Rob Case accepted an invitation to join St. James's Place Wealth Management. Prior to this, Rob was operating as a Financial Adviser for a local IFA practice and a national financial services company over the previous nine years.
With our office based in Suffolk, we are able to provide advice to clients across East Anglia.
Our advice is tailored to your specific objectives and provided to all our clients through a face to face personal service and covers a broad spectrum of financial planning.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Enter your email address and register or update your existing email preferences.
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...
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.