Case Wealth Management Limited
Associate Partner Practice of St. James's Place Wealth Management
“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 questions in my attempts to clearly understand finance planning”
Dr L Pearce, Respiratory Consultant
“Rob was initially recommended to me by a local firm of estate agents and since consulting with him in relation to my Pension and Mortgage requirements, I have been exceptionally pleased with and grateful for the very high level of knowledge, service and professionalism that Rob has provided, often going that extra mile to assist me outside of normal office hours and to fit in with my own availability.”
Mr P Watling, Divisional Director
“Rob has given sound and sensible advice. The backup and support is excellent, I would not hesitate in recommending him to anyone.”
Mr & Mrs S Wall, Retired
“In the four years Rob has managed our investments we found his knowledge and advice to be of the highest level and most appropriate to our requirements. He has an easy going approachable manner which makes him an excellent choice as a financial adviser. He is more than willing to go the extra mile providing help and guidance. I am very pleased to have Rob looking after my financial matters.”
Mr D Ward, IT Consultant
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.