Nine Edge Wealth Ltd.

Based in UK, Nine Edge Wealth Ltd. offers a diverse range of financial services focused on holistic lifestyle and wealth planning solutions for individuals, families, and businesses. Based in Bristol, UK, founded in 2026 by its CEO Derek Miles, Nine Edge Wealth Ltd. is a technology-led financial planning and wealth management firm.

It specializes in investment advice, retirement planning, and holistic, client-focused financial solutions. In April 2026, Nine Edge Wealth Ltd. , a portfolio company of B. P.

Marsh & Partners, acquired Wealth Professional CFP. Nine Edge Wealth offers a comprehensive suite of financial services aimed at delivering holistic lifestyle and wealth planning solutions to individuals, families, and businesses. Their core offerings include personalized wealth management, ongoing investment solutions, workplace pensions, and employee benefits, all designed to align with the unique ambitions and lifestyle goals of their clients. The company utilizes a technology-first approach to enhance the efficiency and effectiveness of its advisory services, ensuring clients receive clear and transparent communication throughout their engagement.

Their client base spans a variety of sectors, with particular emphasis on corporate clients, financial professionals, and individual investors. Nine Edge Wealth operates primarily within the UK market, serving clients who seek professional, compliant, and client-focused financial advice tailored to their specific needs. Nine Edge Wealth generates revenue through a structured fee model that is designed to provide clear value to its clients without compromising the quality of service. Revenue streams are derived from a combination of management fees associated with investment solutions and advisory services, as well as potential performance-based fees linked to client investment outcomes.

Clients typically engage with the firm on a subscription basis, entering into agreements that outline the scope of services and associated costs. The firm focuses on fostering long-term relationships with its customers, ensuring that clients receive consistent and ongoing support in their financial planning efforts. By leveraging technology, Nine Edge Wealth enhances the client experience, maintaining a client-first service ethos that promotes transparency and trust in every financial transaction. The April 2026 acquisition enables Nine Edge Wealth to materially expand its scale, adding approximately £340 million in AUM and four experienced advisers, while broadening its UK geographic footprint across London, the Southeast, the Midlands, and Scotland.