James Case Wealth Management Ltd
Reference number: 916599
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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 6 years
- Protected through the principal
- No FCA actions
- Active company since 2019
- Accounts filed up to 31 August 2025
Responsible principal firm
M&G ADVICE PARTNERS LIMITED Reference number: 584256 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.
- James Case Wealth Management Ltd (FRN 916599) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use James Case Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from James 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.
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Phone number
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Address
13 Liverpool Road North, Maghull, Merseyside, L31 2HB, United Kingdom
In the full report: 3 background checks
- When mandgwealth.com first appeared online, and whether it can receive email
- What kind of line 07954 700612 is
- Who else gives the postcode L31 2HB
FCA permissions and consumer protection
- Protection through the principal firmProtection works through M&g Advice Partners Limited, 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, freeYou 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
- 12141652 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 6 August 2019 (7 years old)
- Registered office
- 13 Liverpool Road North, Maghull, Merseyside, L31 2HB, United Kingdom
- Nature of business
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- Activities of financial services holding companies (SIC 64205)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jamie Case | Director | Jan 1973 | 6 Aug 2019 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- Both people who have been directors, with their dates
Filed accounts and finances
Total equity
£418
−91% from £4,651
Cash at bank
£24.4k
−13% from £28.0k
Employees (average)
1
−50% from 2
Owed within a year
£26.5k
+2.6% from £25.8k
No turnover or profit for the year to 31 August 2025: the accounts print them but do not tag them. The last tagged figures are £105k turnover and £78.7k profit, for the year to 31 August 2020.
Total equity
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- 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.
Accounts filed at Companies House for company 12141652. 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
James Case Wealth Management’s history from the FCA register and Companies House, newest first.
2019
11 November 2019
- Became an appointed representative
FCA register
6 August 2019
- Incorporated at Companies House
- Jamie Case became a part-owner (25–50% of shares)
- Lynne Steele became a part-owner (25–50% of shares)
Companies House
In the full report: all 7 events
- All 7 events in its history (4 shown here)
- Every director appointment and resignation: 3
Firms connected to James Case Wealth Management
Other FCA-listed firms that share a director, phone number or address with James Case Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 5
- share its postcode
- 5
In the full report: all 5 connected firms, named
- How each is linked: the same postcode (5)
- Who links each one: the named directors, with dates
Firms like James Case Wealth Management
Other firms of the same type (financial adviser), nearest first.
In the Liverpool (L) postcode area
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 James Case Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- 6 years of accounts, charted
- All 7 events in its history
- 5 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk