Case Wealth Management

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.

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Membership Level: 4. Gold Member

Categories: Financial ServicesIndependent Financial Advisors

Case Wealth Management

2 Beta Terrace
West Road
Ipswich, Suffolk IP3 9FE United Kingdom

Website

01473 375185 (Office)

Kingsfleet Wealth

Our philosophy

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:

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Membership Level: 3. Silver Member

Categories: Financial ServicesIndependent Financial Advisors

Kingsfleet Wealth Limited
Claydon Court
Old Ipswich Road
Claydon
Ipswich, Suffolk IP6 0AE United Kingdom

Website

01473 744724