James Case Wealth Management Limited
Jamie is the Director of James Case Wealth Management Limited and a fully qualified Financial Adviser offering advice on investment planning, retirement planning and protection.
Jamie spent over six years as a Partner of Prudential Financial Planning. The natural progression for Jamie was to set up his own businessas a Member of The Advice Partnership from Prudential to enable him to continue building strong relationships with both existing and new clients supported by the backing and strength of M&G plc.
With over 20 years’ experience in financial services, he has the knowledge and qualifications to provide high quality financial advice. Jamie is passionate and committed to building long term relationships with all his clients, founded on exceptional service, integrity and professionalism.
Jamie provides a wealth of knowledge and expertise in all the main financial planning areas, with comprehensive experience in Investment planning and the technical area of pensions and retirement options.
Jamie believes in delivering honest, open and easy to understand advice. He appreciates that everyone’s personal situation is unique, so spends time with his clients to understand what is important to them and their family, in order to reach their financial goals.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
James Case Wealth Management Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.