Nine Edge Wealth is building a technology-first financial planning and advice business designed to deliver better outcomes, faster service, and exceptional value.
We combine experienced advisers with modern, technology-enabled processes to improve your experience while maintaining the highest professional and regulatory standards.
A UK wealth and workplace-pensions leader best known for founding Aspira Corporate Solutions in 2003 and scaling it into a national adviser to ~1,600 corporates and 15,000 individuals with c. £4bn of assets under advice.
Originally from New Zealand with 20 years experience as a CEO, COO and CTO across FTSE 100 and FTSE 250 organisations, leading complex transformation, M&A strategies and growth initiatives.
Following a 15-year career as a professional rugby player, Matt transitioned into the corporate world currently at JLL as an Exec Director and has founded Lemon and Lime a strategic advisory.
With over 20 years' experience across marketing, events, and sponsorship in the media, sport, and finance sectors, Jo partners with leading global brands to deliver measurable commercial growth. Jo specialises in increasing brand visibility, unlocking new revenue opportunities, and maximising partnership value in competitive markets.
We use technology to free our advisers to focus on what truly matters: your ambitions, your aspirations, and your lifestyle goals.
By blending deep expertise, talented people, and innovative technology, we simplify complexity and deliver clear, transparent advice at every step.
We aim to be a trusted partner to you, your family, and your business — not just for financial advice, but for holistic lifestyle planning.
Clear, jargon-free advice
Straight-forward fees and open communication
Technology enhancing every step
Professional, compliant, client-focused
At Nine Edge Wealth, our vision is to deliver first-class, professional wealth advice that is accessible, transparent, and truly trustworthy. We provide exceptional value, blending deep expertise with clear, jargon-free communication that empowers our clients and our people.
At Nine Edge Wealth, our mission is to use technology to allow our advisors to focus on what truly matters: our clients' ambitions, aspirations, and lifestyle goals. We provide value for money without compromising quality, backed by talented people who simplify complexity and deliver clear, transparent advice and communication at every step. We will be the trusted partner, not just for financial advice, but for holistic lifestyle planning—helping clients dare to dream, to make clear and confident decisions, and build the life they aspire to with real outcomes.
