Kendall Wadley

What Kendall Wadley does

Kendall Wadley LLP is a chartered accountancy firm founded in 1862, headquartered in Malvern, Worcestershire, with additional offices in Worcester and Hereford. The firm delivers accounting, auditing, tax compliance and planning, and business advisory services to small and medium enterprises, charities, doctors and medical practices, estate agents, solicitors, and veterinary practices across the West Midlands Three Counties region. Its core technology stack is modest: a Xero Platinum Partner integration for cloud accounting delivery and a proprietary mobile TaxApp providing calculators, rate tables, and tax-date reminders for iOS and Android. The firm is a registered statutory auditor with the Institute of Chartered Accountants in England and Wales (ICAEW reference C001375738), and its audit and corporate finance work is led by partners drawn from national firms including Robson Rhodes, Crowe Clark Whitehill, and Grant Thornton.

The firm's commercial model is professional services fee-based, with bespoke quote-based pricing and no publicly disclosed fee schedule. Revenue is generated through ongoing compliance engagements, statutory audits, tax advisory, and transactional work for owner-managed businesses, supplemented by a payroll bureau (approximately 250 payrolls managed) and a personal tax compliance service. The firm extends its offering through Kendall Wadley Wealth, a joint venture with The Wealth Group that provides FCA-regulated financial planning, investment management, retirement, and estate planning, with the Wealth arm operating as an appointed representative of The Wealth Group Limited (FCA reference 443827).

Distribution is direct and partner-led through the three offices, supported by content marketing (blog, downloadable Budget and tax-rate resources), social media, and email newsletters. The firm has no parent company, no external investors, and no private equity or venture capital exposure. Headcount is in the 11-50 range across the three offices, with five named equity partners and additional qualified managers and trainees. The customer base spans over 120 charity clients alongside diversified SME and professional-practice relationships, suggesting a long-tail client portfolio rather than concentrated enterprise anchors.

Name

Kendall Wadley

Legal name

Kendall Wadley LLP

Website

https://kwca.co.uk

Company type

Private

Founded year

1862

Operating status

Operating

Headcount range

11–50 employees

Short description

Kendall Wadley LLP is a UK chartered accountancy firm founded in 1862, delivering accounting, audit, tax, and business advisory services from offices in Worcester, Malvern, and Hereford. It serves SMEs, charities, doctors, estate agents, solicitors, and veterinary practices in the Three Counties region, with a wealth management joint venture and Xero Platinum Partner capability.

Ownership category

akta.pro rank

Product category

Chartered Accountancy Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Chartered accountancy services
• Audit and tax advisory
• Business advisory services
• Wealth management services
• Cloud accounting advisory

Headquarters

HQ city

Malvern

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services Fees: Revenue generated from providing accounting, auditing, tax, and business advisory services to businesses and individuals. Services are billed on a fee basis, typically agreed upfront with clients. The firm offers both ad-hoc and ongoing service arrangements.
2. Wealth Management Services: Financial planning and investment advisory services offered through a joint venture with The Wealth Group. Services include financial fact-finding, investment management, retirement planning, tax and estate planning, and protection insurance for individuals and businesses.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Kendall Wadley LLP provides chartered accountancy, auditing, taxation, and business advisory services to small and medium enterprises, charities, professional practices (doctors, estate agents, solicitors, veterinarians), and high net worth individuals across the Three Counties region (Worcestershire and Herefordshire). The firm also operates Kendall Wadley Wealth, a joint venture with The Wealth Group offering financial planning, investment management, retirement planning, and estate planning. Ancillary offerings include cloud accounting setup via Xero Platinum Partner status and a mobile TaxApp.

Product overview

Kendall Wadley is a single unified service offering from Kendall Wadley LLP, a chartered accountancy firm. The portfolio consists of core accounting, auditing, tax, and business advisory services (Kendall Wadley Core Services), supplemented by Kendall Wadley Wealth for financial planning, TaxApp for mobile tax tools, and Xero advisory services for cloud accounting software. The firm also provides sector-specific expertise in charities, doctors, estate agents, solicitors, vets, and forensic accounting.

Differentiator

Problem solved

Functional benefit

Brands

• TaxApp: Mobile application providing tax tools, calculators, tax rates information, key tax dates, and regular news updates for iOS and Android devices.

Products and services

• Accounting Services Preparation of up-to-date financial accounts for businesses, plus assistance using those accounts as a practical business tool. Targeted at small and medium sized enterprises and owner-managed businesses across the Three Counties region.
• Auditing Services Statutory audit and assurance services delivered under the firm's ICAEW audit registration (reference C001375738). Covers regulatory compliance, internal controls, charities SORP audits, and Solicitors Accounts Rules (SAR) audits for legal sector clients.
• Tax Services Tax compliance and planning covering personal and corporate taxation with specialist focus on Capital Gains Tax, Inheritance Tax, VAT, and transactional tax work. Serves directors of multi-national companies, professional practices, and high net worth individuals.
• Business Advisory Services

Named customers5 records

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationXero is a cloud-based online accountancy system. Kendall Wadley is a Xero Platinum Partner and certified adviser. The firm assists clients with Xero implementation, providing seamless access to client accounting information. Services include free unlimited email support, connection to client Xero profiles, and assistance with over 300 Xero Add-on applications.
• The Wealth GroupcoreStrategic or Co-development PartnerThe Wealth Group is a privately owned Worcestershire-based business. Kendall Wadley operates Kendall Wadley Wealth as a joint venture with The Wealth Group to provide independent and unbiased financial advice. Kendall Wadley Wealth Limited is an appointed representative of The Wealth Group Limited, which is authorised and regulated by the FCA (reference number 443827).

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Azets: Large UK and Nordic accountancy and advisory group formed from the consolidation of several regional firms. Provides accounting, audit, tax, payroll, and wealth management — overlapping with Kendall Wadley's full service offering at significantly greater scale.
• Evelyn Partners: Large UK wealth management and professional services group (formerly Smith & Williamson) combining chartered accountancy with substantial investment management and financial planning capabilities. Provides a scaled reference point for Kendall Wadley's wealth management JV ambitions.

Direct peers

• MHA MacIntyre Hudson: Top 20 UK chartered accountancy group with strong regional presence across England and Wales. Provides accounting, audit, tax, and business advisory services to SMEs, charities, and owner-managed businesses — the same core client segments Kendall Wadley serves.
• Crowe UK: UK mid-tier chartered accountancy firm (formerly Crowe Clark Whitehill, where Kendall Wadley's tax partner Jeremy Clarke-Morris started his career) offering accounting, audit, tax, and advisory services across multiple sectors. Directly comparable in service mix and partner-led delivery model.
• Armstrong Watson: North of England-focused chartered accountancy and business advisory firm serving SMEs, owner-managed businesses, and not-for-profit clients. Comparable in regional-concentration model, partner-led delivery, and full-service accounting + advisory offering.
• Bishop Fleming: Top 30 UK chartered accountancy firm with regional offices across the South West, West Midlands, and Wales. Comparable in size, regional focus, partner-led model, and SME/charity/owner-managed business client base.
• Scrutton Bland: East Anglia-based chartered accountancy, tax, and business advisory firm serving SMEs, owner-managed businesses, and private clients. Comparable in size, partner-led delivery, regional concentration, and SME/private-client focus.
• PKF Smith Cooper: Mid-tier East Midlands chartered accountancy and advisory firm serving SMEs, owner-managed businesses, and not-for-profit organizations. Similar size and vertical mix to Kendall Wadley, with comparable sector specialisms.
• Hazlewoods: Independent Gloucestershire-based chartered accountancy firm with sector specialisms in medical practices, veterinary practices, legal, and owner-managed businesses. Highly comparable in size, geography, and sector specialism mix.
• Kreston Reeves: South East-based Top 30 UK chartered accountancy firm offering accounting, audit, tax, corporate finance, and wealth management. Comparable in combining traditional accounting services with an integrated wealth management offering (via separate Kreston Reeves Financial Services).

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Kendall_Wadley
• Facebookfacebook.com/kendallwadleyllp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Kendall Wadley