Kerr Henderson Holdings

Independent Financial Advisory and Workplace Pension Consultancykerrhenderson.com

Kerr Henderson Holdings is a UK-based Chartered independent financial adviser offering financial planning, wealth management, and workplace pension consultancy to private clients, trustees, and employers across Belfast, Newry, and London.

Company typePrivate
Founded1962
HeadquartersBelfast, United Kingdom
Headcount51–100
GTM typeB2B and B2C
OfferingServices

Kerr Henderson Holdings firmographics

Firmographics

Name: Kerr Henderson Holdings
Legal name: Kerr Henderson (Financial Services) Limited
Website: https://kerrhenderson.com
Company type: Private
Founded year: 1962
Operating status: Operating
Headcount range: 51–100 employees
Short description: Kerr Henderson Holdings is a UK-based Chartered independent financial adviser offering financial planning, wealth management, and workplace pension consultancy to private clients, trustees, and employers across Belfast, Newry, and London.
Ownership category
akta.pro rank

Kerr Henderson Holdings industry classification

Industry

Product category: Independent Financial Advisory and Workplace Pension Consultancy
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Fee-Only Advisory (FSAEAAAL)
akta.pro secondary industries: Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Directed Trust & Trust Advisory Services (FSAAANAK)

Keywords

Independent financial advice
Workplace pension consultancy
Wealth management services
Estate planning advice
Financial wellbeing programmes

Where Kerr Henderson Holdings is headquartered

Location

Headquarters

HQ city: Belfast
HQ country: United Kingdom
HQ region: Europe

Offices3 records

Markets served

Kerr Henderson Holdings business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

Financial Planning and Advisory Services: Fees for comprehensive financial planning services including investment advice, tax planning, retirement planning, and wealth management for private clients.
Workplace Pension and Employee Wellbeing Services: Consulting and advisory fees for workplace pension scheme management, governance, employee financial wellbeing programs, and employer compliance services.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	Fee-based advisory services

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Kerr Henderson Holdings product offering

Product offering

Core offering

Kerr Henderson is a Chartered independent financial advisory and workplace pension consultancy firm serving private clients, trustees, families, and employers across the UK. Its core offering comprises two service lines: Private Client Services covering financial planning, wealth management, inheritance tax and estate planning, pension planning, retirement planning, tax planning, protection planning, and trustee consultancy; and Workplace Pension Services covering scheme design, benchmarking, consolidation, compliance audit, governance, salary exchange, and employee financial wellbeing programmes. All advice is delivered directly to clients through offices in Belfast, London, and Newry, supported by video technology and a client portal.

Product overview

Kerr Henderson is a Chartered, Independent Financial Planning and Workplace Consultancy firm offering a unified suite of advisory services. The core offering consists of Private Client Services (financial planning, wealth management, IHT & estate planning, specialist pension planning, retirement planning, tax planning, protection planning, and trustee consultancy) and Workplace Pension Services (scheme design, benchmarking, consolidation, compliance audit, governance, salary exchange, and financial wellbeing planning). Both service lines are supported by an internal investment committee, financial education workshops, individual employee advice, and a client portal. The firm serves private individuals, families, trustees, and employers across the UK with offices in Belfast, Newry, and London.

Differentiator

Problem solved

Functional benefit

Products and services

Private Client Services Comprehensive financial advisory services for individuals, families, and trustees covering financial planning, wealth management, IHT and estate planning, specialist pension planning, retirement planning, tax planning, protection planning, and trustee consultancy, transforming complex financial matters into clear, jargon-free insights.
Workplace Pension Services Comprehensive workplace pension consultancy for businesses including scheme design, benchmarking, consolidation/simplification, compliance audit, annual governance review, salary exchange arrangements, and employee financial wellbeing programmes designed to help employers meet their pension obligations compliantly and improve productivity and morale.
Professional Partnership Programme Collaboration programme for solicitors, accountants and other professional service providers to work together to serve shared clients requiring independent financial advice and wealth planning services.
Client Portal Online client portal enabling Kerr Henderson clients to access their accounts, financial information, and service materials online.

Quantifiable outcome

Employers report reduction in colleague stress and anxiety stemming from being better equipped to manage finances
+1 more outcomes

Companies that use Kerr Henderson Holdings

Customer profile

Segments3 records

Ideal customer profiles2 records

Kerr Henderson Holdings technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Kerr Henderson Holdings partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core.

Ashtree Financial ServicescoreStrategic or Co-development PartnerIn 2024, Kerr Henderson (Financial Services) Ltd was acquired by Michael Blaney, owner of Ashtree Financial Services. The merger created one of the largest privately owned independent financial advice firms in Northern Ireland, combining wealth management, workplace pension consultancy, and mortgage & financial wellbeing services. The combined businesses are responsible for over £1 billion of client assets. The businesses unite and trade under the Kerr Henderson brand with all existing management and staff remaining in place.
Square Mile Investment Services LtdcoreTechnology or IntegrationOne of Kerr Henderson's internal investment committee's key strategic partners. Square Mile is an independent investment research business dedicated to discovering funds with best prospects. They offer highly regarded research and analysis of the fund market and are recognised as one of the strongest, most knowledgeable and experienced teams in the UK retail investment market.
Incorporate Benefits LLP (IB)coreStrategic or Co-development PartnerStrategic partnership for group protection, healthcare, and mental & physical wellbeing services. Led by former KHFS owner John Kerr and his business partner Audrey Spence. KHFS and IB plan to expand their strategic partnership locally and nationally to deliver a specialist and market-leading client experience.

Scale indicators4 records

Recent moves13 records

Expansion highlights5 records

Kerr Henderson Holdings competitors and assessment

Company assessment

Broad incumbents

St. James's Place:
Rathbones Group: One of the UK's largest wealth managers with a substantial private client and investment management offering. Larger and broader than Kerr Henderson, but directly comparable in core services to HNW individuals, families, and trustees.
Evelyn Partners: UK wealth management and professional services group (formerly Tilney Smith & Williamson) offering financial planning, investment management, and tax/trust services. Overlaps significantly with Kerr Henderson's private client and trustee offering, but at considerably greater scale.
Quilter plc: Large UK wealth manager with a national IFA network (Quilter Financial Advisers) and platform. Comparable in offering wealth planning and workplace pension-related advice, though at materially greater scale.

Direct peers

Foster Denovo: UK independent financial adviser and wealth manager with a comparable mix of private client and workplace propositions. Similar scale, mid-market employer focus, and emphasis on Chartered status make it a close comparable.
Brooks Macdonald: UK discretionary investment manager and financial adviser serving private clients, trusts, and intermediaries. Comparable service mix (portfolio management, financial planning, IHT/trust expertise) at a similar mid-market scale.
Wren Sterling Financial Group: UK privately owned IFA group built via acquisitions, providing financial planning and wealth management to private clients and corporates. Highly comparable business model and scale to the combined Kerr Henderson/Ashtree platform.
AFH Financial Group: UK-listed consolidator of independent financial advisers, comparable in size and acquisition-led growth strategy to Kerr Henderson/Ashtree. Competes directly for the same pool of retiring IFA principals and workplace pension schemes.
Tatton Asset Management: UK wealth manager and IFA support services provider offering discretionary portfolio management and platform services. Comparable as a mid-sized UK adviser-aligned wealth platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Kerr Henderson Holdings financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Kerr Henderson Holdings leadership team

Management profile

Number of profiles

Profiles4 records

Kerr Henderson Holdings subsidiaries and ownership

Company hierarchy

Subsidiaries3 records

Kerr Henderson Holdings funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Kerr Henderson Holdings M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kerr Henderson Holdings

What does Kerr Henderson Holdings do?

Is Kerr Henderson Holdings a public or private company?

Kerr Henderson Holdings is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Kerr Henderson Holdings founded?

Kerr Henderson Holdings was founded in 1962. It employs 51 to 100 people.

Where is Kerr Henderson Holdings based?

Kerr Henderson Holdings is headquartered in Belfast, United Kingdom, in the Europe region.

How does Kerr Henderson Holdings make money?

Two revenue lines are on record. Financial Planning and Advisory Services are the primary driver. The others are workplace Pension and Employee Wellbeing Services.

Who are Kerr Henderson Holdings's main competitors?

Broad incumbents on record are St. James's Place, Rathbones Group, Evelyn Partners and Quilter plc. Direct peers are Foster Denovo, Brooks Macdonald, Wren Sterling Financial Group, AFH Financial Group and Tatton Asset Management.

Does Kerr Henderson Holdings have an API?

No public API is recorded for Kerr Henderson Holdings.

What industry is Kerr Henderson Holdings in?

Kerr Henderson Holdings's product category is Independent Financial Advisory and Workplace Pension Consultancy. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.