Nine Edge Wealth

What Nine Edge Wealth does

Nine Edge Wealth is a UK-based independent financial advice business that launched in March 2026, targeting mass-affluent individuals, families, and businesses with £50,000 to £5 million in investable assets. The firm positions itself as a 'technology-first' advisory platform that combines experienced advisers with technology-enabled planning processes, marketing jargon-free advice, transparent fees, and holistic lifestyle planning. At launch the group comprised three advice brands: the core Nine Edge Wealth proposition plus two inherited/distributed brands, RMS Financial Limited (an Edinburgh-based appointed representative of Validpath Limited, FCA FRN 197107, managing ~£70m AUM at acquisition) and Wealth Professional (a trading style of Medical & Professional CFP Ltd, appointed representative of Best Practice IFA Group Ltd, FCA FRN 223112). The parent entity, Nine Edge Wealth Limited, is not itself FCA-authorised; regulated advice flows through the appointed-representative structure.

The business model is acquisition-led and recurring-fee in nature, seeking to consolidate fragmented UK IFA businesses to scale AUM and generate ongoing advisory revenue. Execution is anchored by a £5 million loan facility from AIM-listed B.P. Marsh & Partners (of which ~£1.7–1.75m was drawn at completion), alongside a 30% equity stake taken by B.P. Marsh for nominal consideration. The company has publicly stated a target of over £500 million in AUM within its first year of operation. Founded by Derek Miles — previously founder/CEO of Aspira Corporate Solutions (sold to Titan Wealth in 2024, having scaled to c. £4bn AUA across ~1,600 corporates and 15,000 individuals) — and COO Kyle Augustin (20 years of CEO/COO/CTO experience across FTSE 100/250 organisations), the leadership bench also includes former England rugby World Cup winner Matt Dawson as NED, Jo Blake as Chief Marketing and Distribution Officer, Jennifer Peaty as CCO (25+ years at SimplyBiz/Fintel), and Oliver Bogue (B.P. Marsh) as Nominee Director.

Go-to-market combines direct advisory services for mass-affluent clients with a roll-up acquisition strategy targeting UK advice businesses with regulatory permissions and recurring revenue. Marketing channels are limited primarily to a corporate website with enquiry functionality, a LinkedIn presence, and direct referral through the founders' professional network. No published pricing tiers, mobile app, or API surface are disclosed, and the underlying 'technology' stack is not described in detail. The firm is privately held and headquartered in the UK.

Name

Nine Edge Wealth

Legal name

Nine Edge Wealth Limited

Website

https://nineedge.co.uk

Company type

Private

Founded year

2026

Operating status

Operating

Headcount range

11–50 employees

Short description

Nine Edge Wealth is a UK independent financial advice firm targeting mass-affluent individuals, families, and businesses (£50k–£5m investable assets), delivering recurring advisory fees via technology-enabled advisers and an acquisition-led roll-up strategy backed by B.P. Marsh.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management services
• Financial planning advice
• Independent financial advisers
• Regulated investment advice
• Mass affluent advisory

Headquarters

HQ city

Bristol

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial advisory services: Revenue generated from providing financial planning and advice services to mass affluent individuals, families and businesses

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Nine Edge Wealth is a technology-first independent financial advice business providing regulated financial planning and wealth management services to mass affluent individuals, families, and businesses with £50,000 to £5 million in investable assets. It combines experienced advisers with modern, technology-enabled processes, delivering clear, jargon-free advice, transparent fees, and holistic lifestyle planning through its core brand and sub-brands RMS Financial and Wealth Professional.

Product overview

Nine Edge Wealth operates as a unified wealth management platform built on a technology-first approach, combining experienced advisers with modern, technology-enabled processes to deliver financial planning and advice. The portfolio consists of the core Nine Edge Wealth brand offering combined advisory services, supplemented by RMS Financial Limited (an acquired Edinburgh-based advice business managing approximately £70 million in assets) which provides regulatory permissions and recurring revenue, and Wealth Professional (a sub-brand/trading style) operating under FCA-authorised arrangements. The group targets mass affluent clients with £50,000 to £5 million in investable assets across individuals, families, and businesses.

Differentiator

Problem solved

Functional benefit

Brands

• RMS Financial: Financial advice services operating as an appointed representative of Validpath Limited, providing regulated financial advice within the Nine Edge group
• Wealth Professional

Products and services

• Nine Edge Wealth Financial Advice Technology-first financial planning and wealth management advice service for individuals, families, and businesses with £50,000 to £5 million in investable assets, providing clear, jargon-free advice, transparent fees, and holistic lifestyle planning.
• RMS Financial Limited Edinburgh-based financial advice business operating as an appointed representative of Validpath Limited (FRN 197107), providing FCA-regulated financial advice within the Nine Edge group and managing approximately £70 million in assets under supervision.
• Wealth Professional Trading style within the Nine Edge group providing regulated financial advice as an appointed representative of Best Practice IFA Group Ltd, authorised and regulated by the Financial Conduct Authority.

Quantifiable outcome

• Targeting over £500 million in assets under management within first year of operation
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• RMS LimitedcoreStrategic or Co-development Partner · 18 March 2026Nine Edge acquired Edinburgh-based RMS Limited, a financial advice company managing approximately £70 million in assets under management. The acquisition provided immediate regulatory permissions and a recurring revenue base for Nine Edge Wealth.
• Validpath LimitedcoreStrategic or Co-development Partner · 18 March 2026RMS Financial Limited operates as an appointed representative of Validpath Limited (Firm Reference Number 197107), which is authorised and regulated by the Financial Conduct Authority, providing regulatory framework for Nine Edge Wealth's advice services.
• Best Practice IFA Group LtdcoreStrategic or Co-development Partner · 18 March 2026Wealth Professional, a trading style of Medical & Professional CFP Ltd, operates as an appointed representative of Best Practice IFA Group Ltd (Firm Reference Number 223112), authorised and regulated by the FCA, providing regulatory framework for Nine Edge Wealth's advice services.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Nutmeg (J.P. Morgan): UK digital wealth manager offering discretionary and advised portfolios to mass affluent retail clients; competes on the digital advice axis with Nine Edge's technology-first proposition.

Direct peers

• True Potential: UK technology-enabled wealth management platform serving mass affluent clients with hybrid digital and advised propositions, comparable to Nine Edge's intended positioning and target market.
• Quilter: UK wealth management business operating a platform and advised channel serving mass affluent clients; comparable in product breadth, customer segment, and platform-led distribution.
• AJ Bell: UK investment platform serving retail and advised clients with a focus on transparency and value; competes for the same mass affluent segment, particularly on the self-directed edge.
• Tilney Smith & Williamson (Evelyn Partners): Large UK wealth manager providing financial planning and advice to mass affluent and HNW individuals, family offices, and businesses; directly comparable target market and service offering.
• Rathbones Group: UK-listed wealth manager offering investment management and financial planning to mass affluent and HNW clients; similar client segments and advisory service model.
• Brewin Dolphin (now part of RBC Wealth Management): UK wealth manager providing discretionary and advised investment services to mass affluent and HNW clients; comparable service model, client base, and recurring fee revenue mix.
• interactive investor: UK's second-largest investment platform, serving retail investors with flat-fee pricing and a growing advised capability; competes for the same mass affluent client base.

Broad incumbents

• St. James's Place: UK's largest wealth manager with a partner-adviser distribution model serving mass affluent clients; provides a benchmark for scale and a competitive incumbent in Nine Edge's target market.
• Titan Wealth: UK wealth and asset management group that acquired Derek Miles' prior firm (Aspira) in 2024; a relevant incumbent for both competitive positioning and as the acquirer of Nine Edge's founder's former business.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/nine-edge-wealth/about

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries2 records

Funding overview

Funding rounds2 records

Investors1 record

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

M&A1 record

Investments

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

Frequently asked questions about Nine Edge Wealth