Kerr Henderson (Financial Services) Limited

Reference number: 125322

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When kerrhenderson.com first appeared online, and whether it can receive email
  • What kind of line 028 9066 1931 is, and the other firm that gives it
  • Who else gives the postcode BT9 6DJ
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Kerr Henderson Trading name
  • Sumner & McMillen (Life & Pensions) Limited Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
NI005131
Company status
Active
Company type
Private limited company
Incorporated
4 January 1962 (64 years old)
Registered office
16 Wellington Park, Belfast, BT9 6DJ, Northern Ireland
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen Mccleary Director Aug 1968 28 Apr 2021 None
Jason Marley Director May 1982 28 Apr 2021 1 other company
Nicola Shirley Rodgers Director Jun 1971 7 May 2021 None
Richard Michael Blaney Director Jul 1964 1 Mar 2024 4 other companies
Cary Daniel Wilson Director Mar 1971 10 Mar 2026 None
Daniel Charles Mawhinney Director Apr 1987 28 Aug 2026 None

Other companies run by these 6 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
4
closed down
1
is FCA-registered
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 1 company these 6 directors run together
  • All 19 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Net assets

£522k

+15% from £455k

Cash at bank

£357k

+8.3% from £330k

Owed within a year

£576k

+22% from £472k

Assets and liabilities

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company NI005131. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Kerr Henderson (Financial Services)’s history from the FCA register and Companies House, newest first.

Key events (14) All events (46)

2024

1 March 2024

  • Ashtree Financial Holdings Ltd took control (75–100% of shares)
  • John Robert Henderson Kerr no longer has significant control
  • Kerr Henderson Holdings 2019 Ltd gave up control

Companies House

2023

7 September 2023

  • John Robert Henderson Kerr no longer has significant control
  • Kerr Henderson Holdings 2019 Ltd took control (75–100% of shares)

Companies House

2019

1 August 2019

  • Michael Kerr no longer has significant control

Companies House

2016

6 April 2016

  • John Robert Henderson Kerr gained significant control
  • Michael Kerr gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1994

22 August 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1 August 1994

  • Changed its registered name from "Sumner & McMillen (Life & Pensions) Limited"

FCA register

1962

4 January 1962

  • Incorporated at Companies House

Companies House

In the full report: all 46 events

  • All 46 events in its history (14 shown here)
  • Every director appointment and resignation: 27
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Firms connected to Kerr Henderson (Financial Services)

Other FCA-listed firms that share a director, phone number or address with Kerr Henderson (Financial Services). A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
1
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same phone number (1), the same postcode (1)
  • Who links each one: the named directors, with dates
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Firms like Kerr Henderson (Financial Services)

Other firms of the same type (financial adviser), nearest first.

In Belfast

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Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Kerr Henderson (Financial Services)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 46 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Kerr Henderson (Financial Services) Limited FCA authorised?
Yes, Kerr Henderson (Financial Services) Limited (FRN 125322) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Kerr Henderson (Financial Services)’s phone number and website?
The FCA register lists the phone number 028 9066 1931 and the website kerrhenderson.com for Kerr Henderson (Financial Services). If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Kerr Henderson (Financial Services) a scam or clone?
Kerr Henderson (Financial Services) is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Kerr Henderson (Financial Services)?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Kerr Henderson (Financial Services) to the Financial Ombudsman Service, free of charge.
Who owns Kerr Henderson (Financial Services)?
Kerr Henderson (Financial Services) is owned by Ashtree Financial Holdings Ltd, which holds 75–100% of shares and 75–100% of votes, since 1 March 2024. Before that, it was controlled by Mr John Robert Henderson Kerr, Kerr Henderson Holdings 2019 Ltd and Mr Michael Kerr.
Who runs Kerr Henderson (Financial Services)?
Companies House lists 6 directors of Kerr Henderson (Financial Services): Stephen McCleary, Jason Marley, Nicola Shirley Rodgers, Richard Michael Blaney, Cary Daniel Wilson and Daniel Charles Mawhinney.
How long has Kerr Henderson (Financial Services) been in business?
The company was formed on 4 January 1962, and has held its current FCA authorisation since December 2001.
What do Kerr Henderson (Financial Services)’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £522k (+15% from £455k) and cash at bank of £357k (+8.3% from £330k).
Does Kerr Henderson (Financial Services) use any other names?
It trades as Kerr Henderson. It has previously used the name Sumner & McMillen (Life & Pensions) Limited.

Sources and links

The full report on Kerr Henderson (Financial Services) Limited

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