0330 038 8938
Based in Ipswich
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2021
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 December 2025
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Rob has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob has received 5 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 11 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Rob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Rob has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rob has not yet added their fees to their profile
Fees not yet added
Rob has not yet added their fees to their profile
8
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 8 first impressions)
88% of users who are not yet clients had a positive first experience with Rob
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Rob (based on 8 first impressions)
I have worked in Financial Services for over 15 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concerns them the most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, mortgage advice, savings and investment planning. As a Partner Practice of St. James's Place Wealth Management based in Ipswich, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Case Wealth Management is a trading name of Case Wealth Management Limited. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 07/02/2024