At the heart of the service offered by Case Wealth Management is the belief in effective communication to ensure clients are kept informed of issues that may affect their financial wellbeing. As such we regularly publish a range of newsletters exclusively for our clients, including WeekWatch - a weekly communication covering key market, economic and personal finance news, is just one example and quarterly copies of The Investor, the St. James's Place magazine.

The emphasis is on building a long term relationship with individuals and/or businesses, based on trust and integrity. With regular financial reviews provided to ensure your objectives remain sustainable, our aim is to provide holistic financial advice covering all areas of financial planning both now and in the future, through to intergenerational and/or business succession planning and beyond.

Working as a Partner Practice of St. James's Place we are able to offer a first class service to all of our clients, benefiting from access to a distinctive investment management approach, the backing of an award winning company and the guarantee of suitability of advice, we truly believe this adds a substantial advantage to our clients.

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.