Financial AdviserProfile

Case Wealth Management Limited

Public-record profile
2 Beta Terrace, West Road, Ipswich, IP3 9FE
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Case Wealth Management Limited is listed as a FCA appointed representative in the IP3 9FE area. Registered at Companies House in 2012. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2012
Type
FCA appointed representative
Company No.
07912302
SIC
66110
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

CASE WEALTH MANAGEMENT LIMITED is active and was incorporated on 17 January 2012.

Nature of business: 66110 - Administration of financial markets

Registered office: 2 Beta Terrace, West Road, Ipswich, IP3 9FE, England

Authorisations

FCAactive
Reference: 752968
Type: FCA appointed representative
Company no.: 07912302
Verified:
View public register

Company Snapshot

Industry
66110
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 January 2025
Accounts next due
31 October 2026
Accounts type
Micro Entity
Employees
5
Equity
£51,894
Fixed assets
£46,443
Current assets
£29,015
Net current assets/liabilities
£5,451
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

CASE, Mandy
Appointed 17 January 2012
DOB: 9/1969
CASE, Robert Charles
Appointed 17 January 2012
DOB: 8/1969

Persons with significant control

Mr Robert Charles Case
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 8/1969

Recent Filings

8 April 2026
CS01
confirmation statement with no updates
30 October 2025
AA
accounts with accounts type micro entity
5 February 2025
CS01
confirmation statement with no updates
31 October 2024
AA
accounts with accounts type micro entity
11 March 2024
CS01
confirmation statement with no updates
26 October 2023
AA
accounts with accounts type micro entity

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.