Filing status
- Accounts due
- 31 October 2027
- Last accounts
- 31 January 2026
- Conf. stmt due
- 31 January 2027
- Last conf. stmt
- 17 January 2026
Case Wealth Management Limited
- Incorporated
- 17 January 2012 (14 years)
- Previously known as
- Infinity Financial Services Limited (until 8 June 2016)This list may be incomplete. See all names on Companies House
- Industry
- Administration of financial markets (66110)
- Directors
- Mandy Case
- Owned by
- Robert Charles Case
- Accounts type
- Micro entity
- Region
- East of England
- Address
- 2 Beta TerraceWest RoadIpswichIP3 9FE
Officers 3 active
Officer details are public data from the Companies House register.
Case, Mandy
Secretary · Appointed 17 January 2012
Case, Mandy
Director · Appointed 17 January 2012
British
Born September 1969 (57)
Director · Appointed 17 January 2012
British
Born August 1969 (57)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born August 1969 (57)
Holdings 1
Companies where Case Wealth Management Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 January 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £51,894
- Employees
- 5
- Debt Ratio
- 31%
- Current Ratio
- 1.2x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £46,443 | £46,925 | £47,567 | £48,422 | £49,562 | £51,083 |
| Current Assets | £29,015 | £3,888 | £3,597 | £8,798 | £8,349 | £0 |
| Creditors (< 1 year) | £23,564 | £18,568 | £17,092 | £6,486 | £23,230 | £21,297 |
| Creditors (> 1 year) | £19,421 | |||||
| Net Current Assets | £5,451 | (£14,680) | (£13,495) | £2,312 | (£14,881) | (£21,297) |
| Net Assets | £51,894 | £32,245 | £34,072 | £31,313 | £34,681 | £29,786 |
| Shareholder Funds | £51,894 | £32,245 | £34,072 | £31,313 | £34,681 | £29,786 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 September 2026 | Micro company accounts | 31 January 2026 | ||
| 8 April 2026 | Confirmation statement with no updates | 17 January 2026 | ||
| 30 October 2025 | Micro company accounts | 31 January 2025 | ||
| 5 February 2025 | Confirmation statement with no updates | 17 January 2025 | ||
| 31 October 2024 | Micro company accounts | 31 January 2024 |
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