JB Planning Associates
- Company typePrivate
- Founded-
- Headquarters—
- Headcount1–10
- GTM typeB2B
- OfferingServices
JB Planning Associates firmographics
Firmographics- Name
- JB Planning Associates
- Legal name
- JB Planning Associates
- Website
- https://jbplanning.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
JB Planning Associates industry classification
Industry- Product category
- Planning Consulting Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
JB Planning Associates business model
Business model- GTM type
- B2B
- Offering type
- Services
JB Planning Associates product offering
Product offeringCore offering
No substantive information about JB Planning Associates' core offerings is available. The company's website (jbplanning.com) currently returns a default cPanel error page indicating server misconfiguration or an IP/DNS change, and no other source content describes the products or services the firm provides. Based solely on the firm name ("Planning Associates"), it appears to be a planning-oriented advisory practice, but the specific services sold cannot be confirmed from the available data.
Product overview
No product information available. The source website (https://jbplanning.com) displays a default cPanel error page indicating server misconfiguration, DNS/IP changes, or site migration issues rather than actual company content.
Differentiator
Problem solved
Functional benefit
JB Planning Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
JB Planning Associates competitors and assessment
Company assessmentDirect peers
- Sanlam Wealth UK: UK arm of Sanlam offering financial planning and investment management to HNW individuals, business owners, and trustees. Closely comparable business model and target client profile for a boutique UK financial planning firm.
- London & Capital: Independent, owner-managed UK wealth manager providing holistic financial planning and investment management to HNW individuals, families, and business owners. Comparable as an independent, boutique-scale UK advisory firm.
- JM Finn: Independent UK investment manager and wealth planner serving private clients and intermediaries with discretionary and advisory services. Comparable independent boutique UK advisory model.
- Killik & Co: Independent London-based financial planning and wealth management firm serving individuals and business owners. Comparable independent boutique UK advisory model with similar fee-based planning orientation.
Others
- Wheeler & Co. Wealth Advisers:
Broad incumbents
- St. James's Place: Largest UK wealth management group, distributing advice through a national partner network. Comparable as the dominant UK destination for individuals seeking financial planning, though at vastly greater scale than JB Planning Associates.
- Quilter plc: UK wealth manager with a national network of financial advisers providing financial planning and investment solutions. Comparable in serving UK retail and mass-affluent clients through an adviser-led model.
- Brewin Dolphin (RBC Wealth Management): UK wealth manager acquired by RBC, offering discretionary portfolio management and financial planning to private clients and intermediaries. Comparable in serving UK HNW individuals with planning-led advice.
- Rathbones Group: Established UK-listed wealth manager providing discretionary investment management and financial planning to private clients, charities, and trustees. Comparable target market and holistic financial-planning proposition.
- Evelyn Partners: Major UK wealth management and professional services firm formed from the merger of Tilney and Smith & Williamson. Comparable as a UK-based provider of holistic financial planning, investment, and tax advice to private clients and business owners.
Market position
Strengths3 records
Weaknesses4 records
Key highlights2 records
Customer concentration
JB Planning Associates social profiles
Digital presenceJB Planning Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
JB Planning Associates leadership team
Management profileNumber of profiles
JB Planning Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
JB Planning Associates 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 JB Planning Associates
What does JB Planning Associates do?
No substantive information about JB Planning Associates' core offerings is available. The company's website (jbplanning.com) currently returns a default cPanel error page indicating server misconfiguration or an IP/DNS change, and no other source content describes the products or services the firm provides. Based solely on the firm name ("Planning Associates"), it appears to be a planning-oriented advisory practice, but the specific services sold cannot be confirmed from the available data.
Is JB Planning Associates a public or private company?
JB Planning Associates is a private company. It is classified as unknown and is currently operating.
When was JB Planning Associates founded?
JB Planning Associates was founded in -1. It employs 1 to 10 people.
Who are JB Planning Associates's main competitors?
Direct peers on record are Sanlam Wealth UK, London & Capital, JM Finn and Killik & Co. Wheeler & Co. Wealth Advisers is listed as an others. Broad incumbents are St. James's Place, Quilter plc, Brewin Dolphin (RBC Wealth Management), Rathbones Group and Evelyn Partners.
Does JB Planning Associates have an API?
No public API is recorded for JB Planning Associates.
What industry is JB Planning Associates in?
JB Planning Associates's product category is Planning Consulting Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.