Plannerpal

14382025 · Active · incorporated 4 years ago · Newcastle Upon Tyne

Fintech AI B2B SaaS Series A

PlannerPal provides an AI-powered workflow solution for financial advisers in the UK.

https://www.plannerpal.co.uk

Plannerpal is a private limited company registered at Companies House under number 14382025, incorporated on 28 September 2022, with a registered office in Newcastle Upon Tyne. Its current status on the register is active. Its filed nature of business is other information service activities n.e.c. (SIC 63990). Sonde has indexed 32 filings for this company, including 4 funding rounds. Its most recent round closed in September 2026, raising £3.3m.

£5m
Total raised
4
Funding rounds
35
Shareholders on register
32
Filings tracked · today

Funding rounds

Round Closed Raised Price per share
Round 4 Sep 2026 £3.3m £0.7919
Round 3 Jan 2026 £558k £60.41
Round 2 Oct 2024 £500k £40.21
Round 1 Aug 2023 £680k £25.00

Company information

Company number
14382025
Company type
Private limited company
Status
Active
Incorporated
28 September 2022
Registered office
Newcastle Upon Tyne, United Kingdom
Nature of business
63990 — Other information service activities n.e.c.

Recent filings

  • Return of Allotment of Shares 13 Oct 2026
  • Accounts 30 Sep 2026
  • Resolution 6 Aug 2026
  • Change of Registered Office 15 Jul 2026
  • Change of Registered Office 2 Jul 2026
  • Confirmation Statement 16 Feb 2026
  • Return of Allotment of Shares 2 Feb 2026
  • Return of Allotment of Shares 29 Dec 2025
  • Accounts 7 Jul 2025
  • Change of Accounting Reference Date 13 May 2025

Showing the 10 most recent of 32 filings.

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