Rob Case

CeMAP, CeRER, CeLTCI, DipFA

Residing close to Britain's largest container port, Felixstowe, Rob completed 20 successful years in the shipping and transport industry. However, in 2007 he decided to move into financial services to be at home with his young family. Rob has not looked back as it continues to provide him with a fantastic sense of satisfaction and achievement to guide and advise clients at various stages of their lives by improving and protecting their financial wealth. Not only that, Rob is now advising his client's children as they plan for their futures.

Outside of work, Rob enjoys spending time with his wife, three children and is kept busy with two Cockapoo's: Lexie and Ella, Rob enjoys socialising with friends and family and is regularly playing, football, tennis and squash whenever possible.

Rob's favourite film is Star Wars; he has a wide range of musical tastes, from Phil Collins and Queen, to current artist, such as Ed Sheeran. A favourite holiday destination for the Case family is Lapland.

Testimonials

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Rob has reviewed all my finances and I feel he has provided sound advice and recommendations. He took time to understand my attitude to my finances and the level of risk I, as an individual was prepared to accept. I feel Rob works with integrity. He was exceptionally tolerant of my repeated quest...

Dr L Pearce| Respiratory Consultant

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Case Wealth Management is a trading name of Case Wealth Management Limited. Case Wealth Management Limited is registered in England and Wales, Number 07912302. Registered Office: 2 Beta Terrace, West Road, Ipswich, Suffolk, IP3 9FE.