Case Wealth Management - Ipswich

Overview of Case Wealth Management

Case Wealth Management, located at 2, Case Wealth Management, Beta Terrace, West Rd, Ipswich IP3 9FE, United Kingdom, is a distinguished financial planning service tailored to meet the diverse needs of its clients. With a dedicated financial planner, Rob Case, leading the charge, this firm stands out for its personalized approach and commitment to client satisfaction. Clients have the convenience of contacting them at 1473375185 for expert advice.

Key Features and Accessibility

Case Wealth Management prides itself on being fully wheelchair accessible, ensuring that everyone can receive the financial guidance they need without barriers. Their facilities include:
- A wheelchair accessible entrance for ease of access.
- A designated wheelchair accessible parking lot to accommodate all visitors.
- A wheelchair accessible restroom for comfort and convenience.

Client Reviews and Opinions

Client feedback is a testament to the quality of service provided by Case Wealth Management. One review highlights a truly enlightening experience: "Went to see Rob Case for some advice on pensions with my partner and found him very helpful. To our surprise, we discovered my partner had a pension of £42k, which was a pleasant surprise. We would highly recommend Rob Case to our friends who seek financial advice, and have already referred him to someone in need." Such positive reviews, with an average opinion of 5/5 on Google My Business, underline the trust clients place in their advisors.

Contact Information and Visiting

For those considering reaching out to Case Wealth Management, here's what you need to know:
- Address: Conveniently located, making it easy to visit or drop by.
- Phone: For immediate assistance or inquiries, call them at 1473375185.
- Website: For more detailed information, visit their website at casewealth.co.uk. Here, you can find comprehensive services offered, tips on financial planning, and perhaps even online booking options for consultations.

Recommendation

If you're seeking expert financial advice or planning services, Case Wealth Management is undoubtedly worth considering. Their commitment to accessibility, their impressive client satisfaction indicated by high average reviews, and their personalized service make them a standout choice in the UK's wealth management industry. Don't miss the opportunity to consult with Rob Case or any of their financial planners. To start your journey towards better financial security, visit their website today at casewealth.co.uk to learn more about their services and how they can benefit you. Taking that step could be one of the best decisions you make for your financial future.

👍 Reviews of Case Wealth Management

Sue N.

5/5

Went to see Rob Case for some advice on pensions with my partner and found him very helpful and to our surprise found out that my partner had a pension of £42k, which we had no idea about and was a pleasant surprise, would recommend Rob Case to my friends if they need any advice, and have already passed his details to one of my friends who needs some advice.