News
10 years of Case Wealth Management
13 August 2026
A decade of trusted relationships, personal guidance and planning for the future.
In June 2026, Case Wealth Management proudly celebrated its 10th anniversary.
Over the past decade, we have had the privilege of supporting individuals, families and business owners through important financial decisions and different stages of life. From planning for retirement and protecting family wealth to helping clients feel more confident about their future, our work has always been built around personal relationships, honest conversations and financial planning tailored to each client.
Reaching our 10th anniversary gave us an opportunity to reflect on everything we have achieved together and, most importantly, to thank the people who have supported Case Wealth Management throughout the journey.
At our celebratory event, clients, professional connections, colleagues and friends joined us for a special anniversary celebration at Ipswich Town Football Club in the Sir Bobby Robson Suite, with delicious refreshments for all the guests.
The evening brought together many of the people who have played a part in the Case Wealth Management story. It was a wonderful opportunity to reconnect with familiar faces, celebrate the relationships we have built and look ahead to the future.
Guests also enjoyed entertainment from Red & Black Casino and took part in a specially created Stocks & Shares Game organised by Liz Ballham, which added some friendly competition to the celebrations.
This cause is deeply personal to Case Wealth Management founder Rob Case, whose daughter lives with the condition.
Guests were invited to make a voluntary donation, with a suggested contribution of £5, to take part in our Stocks & Shares Game. Participants selected their investments in advance before seeing how their choices performed during the challenge.
We are enormously grateful to everyone who donated, participated and helped us reach such a fantastic total.
The condition can affect people at different stages of life and may have a significant impact on both those diagnosed and the families supporting them.
The charity supports people living with myotonic dystrophy and their families by providing information, guidance, peer support and signposting to appropriate services. It also works to improve awareness and understanding of this complex condition among the public, healthcare professionals and wider communities.
Cure DM helps facilitate research by representing the experiences and priorities of patients and caregivers, collaborating with researchers and clinicians and supporting work intended to improve care, treatment and quality of life.
Every donation helps the charity continue supporting families today while contributing to greater understanding and better outcomes for future generations.
The event would not have been possible without the time, creativity and hard work of everyone involved in bringing it together, including Amanda, Clare and Sam from Case Wealth Management, Clare Lucas from UK Ducks In A Row, Rob from Red & Black Casino and Liz Ballham, who helped create our Stocks & Shares Game.
Together, we raised £1,260. Thank you for helping us make our anniversary count.
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In June 2026, Case Wealth Management proudly celebrated its 10th anniversary.
Over the past decade, we have had the privilege of supporting individuals, families and business owners through important financial decisions and different stages of life. From planning for retirement and protecting family wealth to helping clients feel more confident about their future, our work has always been built around personal relationships, honest conversations and financial planning tailored to each client.
Reaching our 10th anniversary gave us an opportunity to reflect on everything we have achieved together and, most importantly, to thank the people who have supported Case Wealth Management throughout the journey.
Our 10th Anniversary Celebration
At our celebratory event, clients, professional connections, colleagues and friends joined us for a special anniversary celebration at Ipswich Town Football Club in the Sir Bobby Robson Suite, with delicious refreshments for all the guests.
The evening brought together many of the people who have played a part in the Case Wealth Management story. It was a wonderful opportunity to reconnect with familiar faces, celebrate the relationships we have built and look ahead to the future.
Guests also enjoyed entertainment from Red & Black Casino and took part in a specially created Stocks & Shares Game organised by Liz Ballham, which added some friendly competition to the celebrations.
Raising £1,260 in aid of Cure DM
We wanted our anniversary celebration to have a positive impact beyond the event itself. During the evening, our guests helped us raise an incredible £1,260 in aid of Cure DM, a charity supporting individuals and families affected by myotonic dystrophy.This cause is deeply personal to Case Wealth Management founder Rob Case, whose daughter lives with the condition.
Guests were invited to make a voluntary donation, with a suggested contribution of £5, to take part in our Stocks & Shares Game. Participants selected their investments in advance before seeing how their choices performed during the challenge.
We are enormously grateful to everyone who donated, participated and helped us reach such a fantastic total.
About Myotonic Dystrophy
Myotonic dystrophy is a rare inherited condition that can affect the muscles and several other systems within the body. Its effects vary considerably between individuals. Symptoms may include progressive muscle weakness, difficulty relaxing muscles after movement, fatigue and complications affecting areas such as the heart, breathing, digestion and eyesight.The condition can affect people at different stages of life and may have a significant impact on both those diagnosed and the families supporting them.
About Cure DM
Cure DM is a UK charity dedicated specifically to myotonic dystrophy. Its work centres on three important areas: support, awareness and research.The charity supports people living with myotonic dystrophy and their families by providing information, guidance, peer support and signposting to appropriate services. It also works to improve awareness and understanding of this complex condition among the public, healthcare professionals and wider communities.
Cure DM helps facilitate research by representing the experiences and priorities of patients and caregivers, collaborating with researchers and clinicians and supporting work intended to improve care, treatment and quality of life.
Every donation helps the charity continue supporting families today while contributing to greater understanding and better outcomes for future generations.
Thank You for Celebrating With Us
We would like to thank everyone who joined us for the anniversary celebration and everyone who has supported Case Wealth Management during the past 10 years. Our sincere thanks also go to Ipswich Town Football Club for hosting us in the Sir Bobby Robson Suite and providing such wonderful hospitality.The event would not have been possible without the time, creativity and hard work of everyone involved in bringing it together, including Amanda, Clare and Sam from Case Wealth Management, Clare Lucas from UK Ducks In A Row, Rob from Red & Black Casino and Liz Ballham, who helped create our Stocks & Shares Game.
Looking Ahead to the Next Chapter
Ten years is an important milestone, but it also marks the beginning of our next chapter. We remain committed to building lasting relationships and providing clear, personal financial planning that helps our clients approach the future with greater confidence. Thank you for being part of the Case Wealth Management journey. Here’s to the next 10 years.Support Cure DM
To learn more about Cure DM, the work it undertakes and how you can support families affected by myotonic dystrophy, please visit the charity’s website.Together, we raised £1,260. Thank you for helping us make our anniversary count.
Donate Now
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