13/05/2026
This year marks 10 years of Case Wealth Management!
When Rob Case started the business, the goal was simple: build long-term relationships, give honest advice and create a firm that clients genuinely felt comfortable turning to through all stages of life.
A decade later, we're incredibly proud of what we’ve built together and hugely grateful to every client, professional connection, friend and supporter who has been part of the journey.
To celebrate the milestone, we’ll be hosting a special celebration event on 26th June.
Alongside the celebrations, we also wanted to use this opportunity to raise money for Cure DM, a charity very close to our hearts, as Rob's daughter lives with myotonic dystrophy.
On the evening, we’ll be running a fun Stock Market Game challenge, with participants choosing their stock selections ahead of the event and the winner announced on the night.
Taking part is open to anybody who would like to join in. Donations are completely voluntary, with a suggested contribution of £5, and every penny raised will go directly to Cure DM to support families affected by the condition.
If you’d like to take part, support the cause or join the celebrations, please get in touch.
Thank you again to everyone who has supported Case Wealth Management over the last 10 years. Here’s to the next chapter.
Cure Myotonic Dystrophy UK Charity - Cure DM
