Case Wealth Management

Home
United Kingdom
Ipswich
Case Wealth Management

Trusted face to face financial advice & wealth management.

21/07/2026

The best measure of what we do isn't found in numbers. It's in the relationships we build.

We're incredibly grateful to every client who has taken the time to share their experience of working with Case Wealth Management.

Thank you for your trust, your kind words and for allowing us to be part of your financial journey.

Reviews are not verified by St. James's Place.

Past performance is not indicative of future performance.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

17/07/2026

Many people spend years deciding when they'd like to retire.
Far fewer spend time thinking about how they want to live once they get there.

Will you travel more? Help your children onto the property ladder? Spend time with grandchildren? Reduce your working hours gradually rather than stopping altogether?

Your retirement should be shaped around your goals, not simply your pension value.

At Case Wealth Management, we help clients build retirement plans that consider income, tax, spending and the lifestyle they want to enjoy.

The earlier you start planning, the more choices you'll have.

14/07/2026

We had a fantastic time at the inaugural Halo Festival in Ipswich 🎸

As part of our 10-year anniversary celebrations, the whole Case Wealth Management team enjoyed coming together to experience a brilliant new event right here in Suffolk.

It was wonderful to see Halo, a business that started in Ipswich and has grown into a global success story, create an event that brought so many people together. As proud sponsors of Ipswich Town Football Club, Halo continues to champion the local community while making an impact on the international stage.

Congratulations to everyone involved in launching such a memorable festival. We’re already looking forward to next year!

09/07/2026

Case Wealth Management had another enjoyable afternoon at the Ipswich Town Business Network Lunch at Portman Road this week.

As always, it was a great opportunity to catch up with businesses from across Suffolk and beyond, while hearing some fascinating discussions about Ipswich's future.

Lee Walker from Ipswich Central and Steve Haugh from Call Me Ted were on the panel exploring how Call Me Ted is helping to reframe football culture through art, support independent businesses in the town centre and build excitement around matchdays. There was also plenty of optimism surrounding Ipswich's City of Culture 2029 bid and the opportunities it could bring to the town.

Thank you to everyone involved in another excellent event and for the wonderful hospitality as always by Ipswich Town FC. It's always encouraging to see so many local organisations coming together to share ideas and celebrate everything that's happening in Ipswich.

07/07/2026

A few more highlights from our 10th anniversary celebrations. 🎉
Reaching this milestone has given us the chance to reflect on an incredible decade of supporting clients, building lasting relationships and growing alongside the Suffolk business community.

Thank you to everyone who came along to celebrate with us and help raise £1,260 for Cure DM, supporting families affected by myotonic dystrophy.

Thank you as well to all of our clients, colleagues and community who have been part of the journey so far. We're excited for what the next 10 years will bring.

04/07/2026

What a lovely visit today with the fantastic team at Case Wealth Management 💕

It was wonderful to catch up with Rob Case, who kindly supported our Hope to Connect crowdfunder and today added his signature to Hope. 🚗 Every name written on Hope represents someone who believes in the power of connection and wants to help us create a brighter future for people affected by cancer. ❤️‍🩹

And then, as if the day couldn’t get any better, perfectly timed, a very on-brand ice cream van came as if right on cue! 🍦💖 Naturally, an impromptu photo shoot was required. I have a feeling Hope and the ice cream van could become quite the iconic duo… watch this space! 😄

A huge thank you to Rob and the whole team for the warm welcome, support, and encouragement.

You too can support building something truly special - an app designed to reduce loneliness and isolation for people touched by cancer, one connection at a time. 💕

Get in touch to find out how x

smart

02/07/2026

Rob enjoyed a wonderful morning at the Larking Gowen Summer Essex Business Breakfast this week. 🍳

It was a pleasure to catch up with fellow business professionals from across the region and hear from guest speaker Eddie 'The Eagle' Edwards, whose story of resilience, determination and making the most of every opportunity was both entertaining and inspiring. ⛷️

Thank you to the team at Larking Gowen for hosting another excellent event. It's always a pleasure to be part of such a supportive local business community.

30/06/2026

Celebrating 10 years of Case Wealth Management! 🎉
A huge thank you to all our clients, professional connections, colleagues and friends who joined us to celebrate this special milestone last Friday.

It was a fantastic evening reflecting on the past decade, catching up with familiar faces and looking ahead to the future. We're incredibly grateful to everyone who has supported Case Wealth Management over the last 10 years.

A special thank you to Ipswich Town Football Club for hosting us in the Sir Bobby Robson Suite and providing such wonderful hospitality throughout the evening.

There are so many people to thank for making the event such a success. To Claire, Sam and Amanda from the Case Wealth Management team, thank you for all your hard work behind the scenes.

A huge thank you also to Clare Lucas from UK Ducks In A Row for expertly organising the evening, to Rob from Red & Black Casinos whose tables kept everyone entertained throughout the night, to Liz Ballham for helping create our fun Stocks & Shares Challenge and to Maisie Capon from Amaise Creative for putting together this fantastic video as well as capturing some great photos from the day!

Most importantly, thanks to everyone's generosity, we raised an incredible £1,260 for Cure DM, supporting families, just like our founder Rob Case's who are affected by myotonic dystrophy. Your kindness and support will make a real difference!

Here's to the next 10 years! 🚀

24/06/2026

When we're under pressure, our instinct is often to make quick decisions.

Yet periods of stress, grief or anxiety are often the worst times to make major financial decisions.

One of the benefits of professional financial guidance is that it can help reduce complexity and create space to focus on what matters most.

Financial planning isn't always about making more decisions. Sometimes it's about making better ones.

23/06/2026

After weeks of speculation and growing pressure, Keir Starmer announced his resignation as prime minister on 22 June. It comes after just under two years in office and means the UK will soon have its fifth prime minister in as many years. However, the next steps remain unclear. Even in the event of a smooth ‘coronation’ to a successor, the process could take several weeks.

Immediately after the announcement, the UK market took Starmer’s resignation largely in its stride, although the pound weakened in anticipation of his resignation. The FTSE was very marginally down while gilts held steady in the hours after the news was released on Monday morning. However, a big question, not least for markets, will be who becomes the next chancellor if, as expected, Rachel Reeves is moved from her current position.

Hetal Mehta, St. James's Place’s Chief Economist, says: “Given the current situation, policy uncertainty – especially regarding the fiscal stance – could remain elevated for months, i.e, until the next Budget."

“Without cuts to day-to-day spending and welfare, any attempts to boost investment or reduce the real terms spending cuts some government departments are facing, would require tax increases.”

Read more here:
https://www.casewealth.co.uk/article/detail/sjpp/weekwatch-22-06-2026.html

📷 Photo: BBC

Address

Ipswich
IP39FE

Website

https://casewealth.co.uk/

Alerts

Be the first to know and let us send you an email when Case Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Case Wealth Management: