Case Wealth Management Email Formats

Financial Services • Ipswich, England, United Kingdom • 1-10 Employees

Key Contact at Case Wealth Management

Rob Case

Director

Company overview

Headquarters	Ipswich, Suffolk IP3 9FE, GB
Website	casewealth.co.uk
NAICS	52
SIC	628
Keywords	Mortgages, Inheritance Tax, Retirement Planning
Founded	2012
Employees	1-10

About Case Wealth Management

We provide bespoke wealth management and financial planning advice to private and corporate clients in and around East Anglia. Your home may be repossessed if you do not keep up repayments on your mortgage. Case Wealth Management is a trading name of Case Wealth Management Limited and 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. SJP Approved 07/02/2024

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Case Wealth Management has never raised funding before.

Case Wealth Management Tech Stack

Discover the technologies and tools that power Case Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Amazon Web Services

PaaS

HSTS

Security

Frequently asked questions

Case Wealth Management is located in Ipswich, England, GB.

Case Wealth Management was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Case Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Case Wealth Management

Rob Case

Director

4.8

40,000 users