Case Wealth Management Limited

: 2 Beta Terrace, West Road, Ipswich, Suffolk, IP3 9FE

: FCA Number: 752968

Website Image of Case Wealth Management Limited

Case Wealth Management Limited, situated in Ipswich, Suffolk, is a tried-and-tested financial planning firm. Regulated by the FCA under number 752968, they provide reliable life and investments advice, pension retirement guidance, and expertise in final salary pension transfers. The firm's strategic location in Ipswich offers ease of accessibility to clients across Suffolk and beyond. Distinguished for their detail-oriented approach, the Case Wealth team ensures that every client receives personalized financial planning solutions. Their commitment to client satisfaction and adherence to regulated advice has earned them a sterling reputation within the financial industries. Whether you're a first-time investor or preparing for retirement, trust Case Wealth Management Limited for your financial needs.

Their team includes 2 financial advisers. Check FCA registration here.

Case Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Case Wealth Management Limited from the Motorway

From the M25:
At Junction 24, please take the A111 exit towards Potters Bar. Proceed to merge onto the M25. At Junction 28, opt for the A12 E/A12 W exit in the direction of Chelmsford / A1023 / Brentwood / London (E&C) / Romford.
Please get on the A12 ramp heading towards C'ford. Make a slight right to merge onto A12 and maintain your position on A12 by keeping to the right.
Upon reaching Copdock Roundabout, select the third exit onto the A14 (E) ramp in the direction of Felixstowe / Lowestoft / A12 (N). Then, merge onto A14. Please exit at Junction 57 toward Nacton.
At Nacton Interchange, use the first exit onto Nacton Rd / A1189. At the roundabout, select the third exit onto Ransomes Way / A1189. Following that, at another roundabout, take the fourth exit onto Central Ave.
At the last roundabout, opt for the first exit onto West Rd and pass through one more roundabout. You will find your destination on the right.

List of advisers under Case Wealth Management Limited:

Case Wealth Management Limited 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 http://sjp.co.uk/products

SJP Approved : tbc

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