Case Wealth Management was established in 2016, when it’s Director Rob Case accepted an invitation to join St. James’s Place. 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.
Membership Level: 4. Gold Member