Benfleet-based The Planning Bee Limited secures £27.9k in new funding

Bespoke estate planning and will writing services are the focus of The Planning Bee Limited, which has just secured £27.9k in new funding. The company, based in Benfleet, serves individuals and families seeking guidance on asset protection and mental incapacity issues.

The funding round, which saw shares allotted on April 6, 2026, values the business at an estimated £142.1k post-money. The official filing for the round was completed on May 5, 2026. This capital injection follows the company's incorporation on June 18, 2020. Since its founding, the firm has developed a service model centered on protecting client assets through specialist legal and advisory frameworks.

The Planning Bee Limited addresses the need for specialist later life planning, providing tailored solutions to ensure client wishes are met. Its core offerings include professional will writing and advice on managing affairs in the event of mental incapacity. According to its latest accounts, the company operates with a headcount of seven employees.

Recent changes to the company's board include the appointment of Marc Manford as a director on February 26, 2026. His appointment occurred approximately six weeks prior to the April share allotment.

The business operates from its headquarters in Essex, focusing on the delivery of professional advice regarding estate management. This latest round provides a valuation for the firm as it continues its operations in the South East.