Wed, 18 Mar 2026 | BUSINESS SALE
RMS Limited, an Edinburgh-based advice company, has been acquired by Nine Edge Wealth Limited, a newly-established independent financial advice business backed by a specialist investor. RMS Limited focuses on clients with pension assets of more than £250,000 and has approximately £70 million in assets under management.
Nine Edge Wealth Limited, established by former Aspira Corporate Solutions CEO Derek Miles (pictured above), is the subject of an investment from B.P. March & Partners Plc, a specialist investor in early-stage financial services businesses.
As part of the deal, B.P. Marsh is acquiring a 30 per cent equity stake in Nine Edge for a nominal consideration. The investor has also provided a £5 million loan facility to support Nine Edge's growth strategy, £1.75 million of which was drawn at completion.
The acquisition of RMS is described as providing Nine Edge with a recurring revenue base and immediate regulatory permissions. The deal will form the cornerstone of the company’s platform for further acquisitions and future organic growth.
In addition to its core financial planning and advisory offering, Nine Edge plans to develop a range of complementary services aimed at diversifying its revenue streams and enhancing client outcomes.
This is expected to encompass tax advisory services, wills, executor services and trusts. Nine Edge will commence its operations with offices in London and Edinburgh.
The transaction extends Derek Miles’ longstanding relationship with B.P. Marsh. Miles, who has more than 25 years of experience in the UK’s financial planning sector, founded Aspira Corporate Solutions in 2003, growing the firm into a national advisory business with around £4 billion in assets under advice.
In 2024, Aspira was sold to Titan Wealth Management, with Miles subsequently serving as Chief Executive of Titan Wealth Planning until December 2025.
Miles commented: "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."
B.P. Marsh Chief Executive Dan Topping added: "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."
The financial services sector is set to remain one of the UK's most active M&A markets in 2026
This award-winning architectural and planning consultancy presents an exceptional opportunity for buyers, with a strong industry presence and a proven track record of delivering high-quality, compliant projects.
Discover a highly distinctive mortgage network with approximately 110 advisers and an impressive growth model attracting 30-40 new advisers annually.
This is an exclusive opportunity to acquire a South Wales IFA business with substantial assets under management, offering a stable, recurring income stream.
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