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."

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.

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. 

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