£52k
+25%vs Jan 2024Active07912302Private limited companyIpswich
CASE WEALTH MANAGEMENT LIMITED
Significant control: Robert Charles Case (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
Watch this company
Get an email when Companies House records a change for Case Wealth Management Limited: status, filings, accounts, officers or owners. Free.
Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy
Coming soon · product and service lists
What does Case Wealth Management Limited sell?
Registered activity: Administration of financial markets (SIC 66110). We’re building product and service lists for UK companies. Get this one when it’s ready.
One email, only about this. If we don’t launch within 60 days we’ll tell you. Privacy
01
Summary
CASE WEALTH MANAGEMENT LIMITED is an active private limited company (company number 07912302) incorporated on 17 January 2012, registered in Ipswich. Its registered activity is administration of financial markets (SIC 66110). Latest micro accounts cover the period ending 31 January 2025, showing net assets of £52k, with 5 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 25% on the prior period (£42k).
Peer position · net assets
By net assets it sits in the top quarter of 104 comparable companies in Other (median £2,065, upper quartile £49k).
02
Ownership and control
- Mr Robert Charles Case
- owns 25–50% of shares
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 17 January 201214 yrs ago
- Next accounts due
- 31 October 2026in 7 days
- Confirmation statement due
- 31 January 2027in 99 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66110
- Administration of financial markets
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
5
No changevs Jan 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 January 2025 | £52k | — | — | £24k | — | — | 5 |
| 31 January 2024 | £42k | — | — | £9,257 | — | — | 5 |
Current ratio1.23Current assets ÷ creditors within one year
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £51,894 at 31 January 2025
- Net assets up 10% or more on the prior period+24.9% vs prior period
- Incorporated five or more years agoIncorporated 17 January 2012
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Confirmation statement duein 99 days
- Next accounts duein 7 days
- Accounts period endNet assets £52k · micro accounts
- Accounts period endNet assets £42k · micro accounts
- Incorporated
08
Similar companies in the UK
- PORT BRAE HOLDINGS LIMITEDBerwick-Upon-Tweed · inc. Nov 2011
- TURNER FINANCE LTDWisbech · inc. Apr 2012
- PENNYGATE FINANCIAL ASSOCIATES LIMITEDNorwich · inc. Apr 2012
- RAZOR FUTURES LTDWoodbridge · inc. Aug 2011
- ANOTHER LANE EN LIMITEDClifton Moor · inc. Jul 2011
- JULIAN ESCOTT FINANCIAL SERVICES LTDFerndown · inc. Jun 2011
All companies incorporated on 17 January 2012 · in Jan 2012.
09
Reminders for CASE WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.