CASE WEALTH MANAGEMENT LIMITED

Company number 07912302 ·

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Shareholders' funds

£51,317

Balance sheet as at 2026-01-31

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Overview

Company type
Private Limited Company
Incorporated
2012-01-17
Employees
5 (2026 accounts)
Registered office
2 Beta Terrace, West Road, Ipswich, England, IP3 9FE
Postcode
IP3 9FE
Capital
2 GBP
Accounts category
Micro

Accounts

Last made up to
2026-01-31
Next due by
2027-10-31
Financial year end
31 January

Confirmation statement

Last statement dated
2026-01-17
Next due by
2027-01-31
View filing history →

Nature of business (SIC)

  • 66110 Administration of financial markets

Officers 3 current

MRS Mandy CASE Secretary
Appointed 2012-01-17
Appointed 2012-01-17
MRS Mandy CASE Director
Appointed 2012-01-17

View all officers and resignations →

Group structure 1 subsidiary

From persons-with-significant-control filings on the public register.

Data protection registration

Registered with the ICO as a data protection fee payer — ZA193943 (Tier 1), registered since 2016.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
casewealth.co.uk

At Case Wealth Management, we are committed to providing exceptional financial guidance tailored to your unique needs. With a focus on cultivating long-term wealth and financial security, our bespo...

Previous company names

NameDate changed
INFINITY FINANCIAL SERVICES LIMITED2016-06-08

At this address

Among the biggest employers

of 100 similar companies in IP — measured against the wider sector, with 5 staff.

The class of 2012

21%

of the 492,228 companies incorporated in 2012 are still active today; 76% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.