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.
Our name, “Kingsfleet”, not only refers to Colin’s primary school, it’s also the name of a tributary of the River Deben where Edward III fitted out his fleet for his expedition to Flanders in 1338.
Our journey, or expedition, begins as we get to know you, building a long-term relationship to help you achieve your financial goals.
Why long-term? During your life you’ll experience various twists and turns that could impact your plans, so we have to be ready to reassess and change direction to make sure your plans stay on track.
Independent financial advice
Choosing the right people to help you organise your financial affairs is one of the most important things you will do when it comes to financial planning.
We are independent, which means we can provide advice on the full range of investment products and providers without any bias.
By making a fair and comprehensive analysis of all relevant products and solutions we will find the right combination that is appropriate for your circumstances and needs.
Our approach
We’ll take the time to get to know you, your circumstances, your current arrangements and the goals you want to achieve. Then we will apply a structured approach to make sure you receive the highest quality of advice and care:
Free home visits are available to discuss protecting your family home, business and all other assets.
With 15 years experience as a Will writer & Estate Planner, I offer stress free professional advice and services. I initially worked for a local company before moving to a national company where I covered Suffolk and North Essex as a senior consultants and a member of their training team, leaving in December 2023.
As an independent estate planning Consultant with ‘LPAs 4 You’ business has gone from strength to strength, thanks to a great network of friends and professional colleagues. I qualified as a ‘Member of the Society of Will Writers’ (MSWW), have Mental Capacity training and work with local Dementia groups.
My professional services include;
Lasting Powers of Attorney – protecting you, your family and your business.
Wills – making sure the right people inherit your hard earned assets.
Inheritance Tax Guidance – what are your IHT allowances and how to protect them.
Home Protection – What happens to your home if your partner remarries after your gone?
Guardians for minor children – who should be the guardians.
Free home visits – as long as I get a cup of coffee!
Free Speaker – Talks to clubs and groups about any of the above.
Woodward Markwell has been established for over 40 years, prospering by placing the needs and requirements of our clients at the heart of our business.
Established in 1982, we have steadily grown within the marketplace, amassing a wealth of experience and knowhow within financial advising.
To ensure we deliver meaningful and appropriate advice, we establish the aims, requirements and objectives of each and every client.
We constantly strive for excellence in all we do, ensuring your experience with us is as streamlined as possible, and that our strategies are focused on being delivered to the highest of standards.
To stay abreast and at the forefront of the industry, we embrace new technologies, systems and products, ensuring our clients receive the most innovative solutions.
