Case Wealth Management Limited: FCA regulated?

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Appointed for 10 years
Protected through the principal
No FCA actions
Active company since 2012
Accounts filed up to 31 January 2026
One of its directors is also a director of a firm that is no longer authorised
1 thing worth a closer look in the background checks

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →

What does this mean?

An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
Case Wealth Management Limited (FRN 752968) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Case Wealth Management's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Case Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Website

casewealth.co.uk (opens in a new tab)
Phone number

01473 375185
Address

2 Beta Terrace, West Road, Ipswich, Suffolk, IP3 9FE, United Kingdom

In the full report: 3 background checks, 1 thing worth a closer look

When casewealth.co.uk first appeared online, and whether it can receive email
What kind of line 01473 375185 is
Who else gives the postcode IP3 9FE

Other names (1)

If you were contacted under any of these names, it is this firm.

Infinity Financial Services Limited Former name: A name it was registered under before.

FCA permissions and consumer protection

Protection through the principal firm
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: 07912302 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 17 January 2012 (14 years old)
Registered office: 2 Beta Terrace, West Road, Ipswich, IP3 9FE, England
Nature of business: Administration of financial markets (SIC 66110)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Mandy Case	Director	Sep 1969	17 Jan 2012	None
Robert Charles Case	Director	Aug 1969	17 Jan 2012	2 other companies
Mandy Case	Secretary	Not published	17 Jan 2012	–

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies: 2
closed down: 1
is FCA-registered: 1

In the full report: all 2 companies, named

What each company does, and whether it is still trading
Which of these 2 directors sit on each board, and since when
Any that went into liquidation or administration
The one on the FCA register, including one no longer authorised

Filed accounts and finances

Year to 31 January 2026Micro-entity accountsNot audited

Net assets

£51.3k

−1.1% from £51.9k

Employees (average)

5

Same as 5

Owed within a year

£21.5k

−8.7% from £23.6k

Assets and liabilities

In the full report: all 7 years of accounts

Every year from 2020 to 2026
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 07912302. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Case Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2017

1 January 2017

Robert Charles Case became a part-owner (25–50% of shares)

Companies House

2016

21 July 2016

Changed its registered name from "Infinity Financial Services Limited"

FCA register

15 July 2016

Became an appointed representative

FCA register

2012

17 January 2012

Incorporated at Companies House

Companies House

In the full report: all 7 events

All 7 events in its history (4 shown here)
Every director appointment and resignation: 2

Firms connected to Case Wealth Management

Other FCA-listed firms that share a director, phone number or address with Case Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 2
no longer authorised: 1
share a director: 1

In the full report: all 2 connected firms, named

How each is linked: shared directors (1), the same postcode (1)
Who links each one: the named directors, with dates

Firms like Case Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Ipswich

Alpha-Omega Financial Services LtdIpswichAppointed representative Andrews Wealth LtdIpswichAppointed representative Annette StrangeIpswichAppointed representative Big Skies Wealth Management LimitedIpswichAppointed representative Broadgate Financial Consulting LimitedIpswichAppointed representative Colin Ross Financial Planning LtdIpswichAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Case Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

2 other companies its directors have run, named
3 background checks on its contact details, 1 flagged
7 years of accounts, charted
All 7 events in its history
2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Case Wealth Management Limited FCA authorised?

Case Wealth Management Limited (FRN 752968) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.

What does appointed representative mean for Case Wealth Management?

An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Case Wealth Management Limited (FRN 752968) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Case Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Case Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

What is Case Wealth Management’s phone number and website?

The FCA register lists the phone number 01473 375185 and the website casewealth.co.uk for Case Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Case Wealth Management a scam or clone?

Case Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Case Wealth Management?

Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Case Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Case Wealth Management?

Companies House lists one person with significant control of Case Wealth Management: Mr Robert Charles Case (25–50% of shares).

Who runs Case Wealth Management?

Companies House lists 2 directors of Case Wealth Management: Mandy Case and Robert Charles Case.

How long has Case Wealth Management been in business?

The company was formed on 17 January 2012.

What do Case Wealth Management’s latest accounts show?

Its latest accounts, to 31 January 2026, show net assets of £51.3k (−1.1% from £51.9k).

Does Case Wealth Management use any other names?

It has previously used the name Infinity Financial Services Limited.