Case Wealth Management Limited was established in 2016, when it's principal 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.
At the heart of the service offered by Case Wealth Management Limited is the belief in effective communication to ensure clients are kept informed of issues that may affect their financial wellbeing. As such we regularly publish a range of newsletters exclusively for our clients, including a weekly Monday Markets Bulletin and quarterly magazine, The Investor.
The emphasis is on building a long term relationship with individuals and/or businesses, based on trust and integrity. With regular financial reviews provided to ensure your objectives remain sustainable, our aim is to provide holistic financial advice covering all areas of financial planning both now and in the future, through to intergenerational and/or business succession planning and beyond.
Working as a Partner Practice of St. James’s Place Wealth Management we are able to offer a first class service to all of our clients, benefiting from access to a distinctive investment management approach, the backing of an award winning FTSE 100 company and the guarantee of suitability of advice, we truly believe this adds a substantial advantage to our clients.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.