REG - B.P. Marsh &Partners - New Investment: Nine Edge Wealth Limited

B.P. Marsh & PartnersAnnouncement

Today 07:00

For best results when printing this announcement, please click on link below:
https://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20260318:nRSR0275Xa&default-theme=true

RNS Number : 0275X  B.P. Marsh & Partners PLC  18 March 2026

18 March 2026

 

B.P. Marsh & Partners Plc

("B.P. Marsh", "the Company" or "the Group")

 

New Investment - Nine Edge Wealth Limited

 

B.P. Marsh & Partners Plc (AIM: BPM), the specialist investor in
early-stage financial services businesses, is pleased to announce that it has
made an investment in Nine Edge Wealth Limited ("Nine Edge"), a newly
established independent financial advice ("IFA") business.

 

As part of the transaction, B.P. Marsh has:

 

·      acquired a 30% equity interest in Nine Edge for nominal
consideration; and

·      provided a £5m loan facility to support Nine Edge's growth
strategy, of which £1.75m was drawn at completion.

 

Upon completion, Nine Edge acquired the Edinburgh-based advice company RMS
Limited, a business with approximately £70m of assets under management, with
a focus on clients with pension assets in excess of £250,000. This
acquisition will provide Nine Edge with immediate regulatory permissions and a
recurring revenue base, forming the cornerstone of Nine Edge's platform for
subsequent organic growth and further acquisitions.

 

In addition to its core financial planning and advisory services, Nine Edge
intends to develop a range of complementary offerings designed to enhance
client outcomes and diversify revenue streams. These are expected to include
tax advisory services, wills, executor services and trusts. Nine Edge has
commenced operations with offices in London and Edinburgh.

 

Nine Edge was established by Derek Miles, former CEO of Aspira Corporate
Solutions, extending B.P. Marsh's longstanding relationship with Derek Miles.

 

Derek Miles has more than 25 years' experience in the UK financial planning
sector. He founded Aspira Corporate Solutions in 2003, growing it into a
national advisory business with approximately £4bn of assets under advice
prior to its sale to Titan Wealth Management in 2024, following which he
served as Chief Executive Officer of Titan Wealth Planning until December
2025.

 

Oliver Bogue, Investment Director at B.P. Marsh, has been appointed to the
board of Nine Edge.

 

Derek Miles, Founder and CEO of Nine Edge, stated:-

 

"We're incredibly proud to be launching Nine Edge Wealth with the support of
B.P. Marsh, bringing together a team of talented professionals united by
shared values and a genuine desire to improve how financial planning is
delivered.

 

The advice sector is ready for change, to modernise the client experience and
improve outcomes, as well as create an environment where our people feel proud
of the service they provide."

 

Dan Topping, Chief Executive Officer of B.P. Marsh, commented:-

 

"We are pleased to support the launch of Nine Edge Wealth and to be working
with Derek again, given his strong track record in building and exiting a
successful financial planning business.

 

The investment is consistent with our strategy of backing experienced
management teams at an early stage and supporting them as they build
high-quality financial services businesses."

 

 For further information on B.P. Marsh, its strategy and current portfolio,
 please visit www.bpmarsh.co.uk (http://www.bpmarsh.co.uk) or contact:

 B.P. Marsh & Partners Plc                                  +44 (0)20 7233 3112

 Daniel Topping / Alice Foulk

 Nominated Adviser & Joint Corporate Broker:                +44 (0)20 7886 2500

 Singer Capital Markets Advisory LLP

 Charles Leigh Pemberton / Peter Steel / James Todd

 Joint Corporate Broker:                                    +44 (0)20 7597 5970

 Investec Bank plc

 Christopher Baird / David Anderson / Maria Gomez de Olea

 Financial PR & Investor Relations:                         bpmarsh@tavistock.co.uk (mailto:bpmarsh@tavistock.co.uk)

 Tavistock                                                  +44 (0)20 7920 3150

 Simon Hudson / Katie Hopkins / Kuba Stawiski

 

About B.P. Marsh

B.P. Marsh & Partners Plc (AIM: BPM) is a specialist investor in early
stage and small to medium-sized financial services intermediary businesses,
with a particular focus on the insurance sector. Bridging the gap to
traditional private equity funding rounds, B.P. Marsh takes a typical initial
equity stake of up to £5m, often complemented by loans, and is able to tailor
its investment model to each opportunity. Taking a long-term view of its
investments, with an average holding period of around seven years, the Group
supplies strategic insight and capital while empowering entrepreneurial
management teams to grow their businesses.

 

The B.P. Marsh portfolio is diversified by geography and class of business,
spanning insurance brokers, underwriting agencies and financial advisers in
the UK, Europe, North America and other international markets. For further
information, including details of the current portfolio and recent exits,
please visit: www.bpmarsh.co.uk
(https://eur01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.bpmarsh.co.uk%2F&data=05%7C02%7Clashkari%40bpmarsh.co.uk%7C8d10a1ee5599402ebddd08de7a9a9493%7Cd58f5870d442482980eb264f897e39b8%7C0%7C0%7C639083001845603409%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=6%2FmxiEnPvMh7pOasZ1W1Cfa1689RFpry0%2B6BrmxEi1c%3D&reserved=0)
.

 

Forward-looking statements

This announcement may include statements, beliefs or opinions that are, or may
be deemed to be, "forward-looking statements". These forward-looking
statements may be identified by the use of forward-looking terminology,
including the terms "believes", "estimates", "plans", "projects",
"anticipates", "targets", "aims", "continues", "expects", "intends", "hopes",
"may", "will", "would", "could" or "should" or, in each case, their negative
or other variations or comparable terminology, or by discussions of strategy,
plans, objectives, goals, future events or intentions. No representation or
warranty is made that any of these statements or forecasts will come to pass
or that any forecast results will be achieved. Forward-looking statements may
and often do differ materially from actual results. Any forward-looking
statements contained in the announcement speak only as of their respective
dates, reflect B.P. Marsh's current view with respect to future events and are
subject to risks relating to future events and other risks, uncertainties and
assumptions relating to B.P. Marsh's business, results of operations,
financial position, liquidity, prospects, growth and strategies.

Except as required by any applicable law or regulation, B.P. Marsh expressly
disclaims any obligation or undertaking to release publicly any updates or
revisions to any forward-looking statements contained in this announcement or
any other forward-looking statements it may make whether as a result of new
information, future developments or otherwise.

 

- Ends -

 

 

This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact
rns@lseg.com (mailto:rns@lseg.com)
 or visit
www.rns.com (http://www.rns.com/)
.

RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our
Privacy Policy (https://www.lseg.com/privacy-and-cookie-policy)
.   END  MSCJRMRTMTMBBAF



            Copyright 2019 Regulatory News Service, all rights reserved