February 2026
Cook Corporate Solicitors Acts for Investment Group Bath in First Transaction
Cook Corporate Solicitors represented Investment Group Bath in successfully closing its first deal, part of a larger round in Plannerpal.
Plannerpal is a fintech company that delivers connected AI workflow for UK advice and wealth firms.
Dale Peters from Investment Group Bath commented “Early-stage investing is about more than capital. It’s about backing people, sharing experience, and helping companies move forward with confidence, we are looking forward to seeing how Plannerpal develops and grows.”
Investment Group Bath is an angel investment network looking to invest in local businesses with a strong founding team, a clear commercial use case, a scalable product with real traction and sensible funding aligned to execution. Its members are high net worth, sophisticated investors many of whom are prominent in the local business community. The chairman is John Hall, former Bath and England rugby player and current president of Bath Rugby.
Charles Cook, Managing Partner of Cook Corporate Solicitors said “We were delighted to work with the team at Investment Group Bath to close the Plannerpal round. It demonstrates our expertise in the private equity and angel investment space and we wish the company every success for the future”.