Plan Works
Plan Works is a privately held UK-based micro-consultancy in Reigate, founded in 2013, offering financial planning, website design, and consulting services to a small client base with a 1–10 employee team.
- Company typePrivate
- Founded2013
- HeadquartersReigate, United Kingdom
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Plan Works does
Plan Works is a privately held, for-profit micro-consultancy headquartered in Reigate, United Kingdom, in operation since 2013. According to available firmographic data, the company offers three service lines: financial planning, website design, and consulting services. With a reported headcount of 1–10 employees, the firm operates at the smallest end of the SMB spectrum, and the combination of three heterogeneous service lines is consistent with a solo practitioner or small partnership rather than a scaled, productized business.
No public-facing product catalog, pricing model, customer references, management team, funding history, partnership data, certifications, or technology stack is disclosed in the source material. The company's own website (plan-works.co.uk) currently resolves to a verification/loading page rather than substantive corporate content, and the API audit field records that no API, SDK, or MCP endpoint exists. The lack of any technology, product, or distribution infrastructure in the source data suggests the business operates on a traditional time-and-materials or fixed-fee consulting basis, serving a small set of UK-based clients across financial advisory, web design, and general consulting engagements. Revenue mechanics, customer segments, and go-to-market motion are not documented.
Plan Works firmographics
Firmographics- Name
- Plan Works
- Website
- https://plan-works.co.uk
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Plan Works is a privately held UK-based micro-consultancy in Reigate, founded in 2013, offering financial planning, website design, and consulting services to a small client base with a 1–10 employee team.
- Ownership category
- akta.pro rank
Plan Works industry classification
Industry- Product category
- Financial and Business Consulting Services
- NAICS
- Management Consulting Services (54161)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
Keywords
Where Plan Works is headquartered
LocationHeadquarters
- HQ city
- Reigate
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
Plan Works business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Plan Works product offering
Product offeringCore offering
Plan Works is a small UK-based firm that provides three core services: financial planning for clients, website design and build services, and general business consulting. The offering combines personal/financial advisory with digital/web services and broader advisory work for clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Website Design Website design service offered by Plan Works, targeting clients who need a web presence built for them.
- Consulting Services General business consulting service offered by Plan Works to clients needing advisory support.
Companies that use Plan Works
Customer profileIdeal customer profiles1 record
Plan Works technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Plan Works competitors and assessment
Company assessmentBroad incumbents
- Brewin Dolphin: Brewin Dolphin is a UK wealth manager providing investment management and financial planning to private clients and intermediaries. It competes broadly with Plan Works in UK financial planning but with materially more scale and a deeper institutional footprint.
- Tilney Smith & Williamson: Tilney Smith & Williamson is a major UK wealth management and financial planning firm. It is comparable to Plan Works as a UK-based financial planning provider, but at much larger scale and with a far broader service portfolio.
- Hargreaves Lansdown: Hargreaves Lansdown is the UK's largest direct-to-consumer investment platform, offering investment and retirement advisory services. It is a broad incumbent in UK financial planning and investment advice—the same category Plan Works operates in.
- St. James's Place: St. James's Place is one of the UK's largest wealth management networks, offering financial planning and advisory services. It overlaps with Plan Works on the financial planning pillar but operates at significantly greater scale and brand recognition.
Direct peers
- True Wealth: True Wealth is a UK-based financial planning and wealth advisory firm serving individuals and families. It is a direct peer to Plan Works on the financial planning pillar, both operating as smaller UK-focused advisory practices.
- Balance: Financial Planning: Balance: Financial Planning is a UK independent financial planning practice providing financial advice to individuals and business owners. It is a direct peer to Plan Works' financial planning service in the UK advisory market.
Market position
Strengths2 records
Weaknesses3 records
Key risks4 records
Key highlights3 records
Customer concentration
Plan Works social profiles
Digital presencePlan Works financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plan Works leadership team
Management profileNumber of profiles
Plan Works funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plan Works M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plan Works
What does Plan Works do?
Plan Works is a small UK-based firm that provides three core services: financial planning for clients, website design and build services, and general business consulting. The offering combines personal/financial advisory with digital/web services and broader advisory work for clients.
Is Plan Works a public or private company?
Plan Works is a private company. It is classified as unknown and is currently operating.
When was Plan Works founded?
Plan Works was founded in 2013. It employs 1 to 10 people.
Where is Plan Works based?
Plan Works is headquartered in Reigate, United Kingdom, in the Europe region.
Who are Plan Works's main competitors?
Broad incumbents on record are Brewin Dolphin, Tilney Smith & Williamson, Hargreaves Lansdown and St. James's Place. Direct peers are True Wealth and Balance: Financial Planning.
Does Plan Works have an API?
No public API is recorded for Plan Works.
What industry is Plan Works in?
Plan Works's product category is Financial and Business Consulting Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 54161 and its SIC code is 6282.