About Us
A modern wealth business
built around people.
At Nine Edge Wealth, we are redefining the way financial planning is delivered.
Our Vision
Nine Edge is redefining financial planning.
We believe in the human connection and believe our innovative use of technology will make all connections stronger. Our success is measured when our clients’ dreams become their reality.
Our Mission
Our mission is to raise the bar for financial planning.
By combining human excellence with innovative technology, we remove bias, cut through complexity and deliver faster, smarter advice – helping every client make better decisions with confidence.
Our approach
Human-first. Technology-enabled. Outcome-driven.
We combine trusted human relationships with innovative technology to create a more proactive, transparent and effective client experience.
Human Connection
Long-term relationships remain at the heart of everything we do. We believe great advice starts with understanding people properly.
Innovative Technology
We use modern technology to improve efficiency, reduce complexity and create a smoother, more responsive client experience.
Creating the Dream
Financial planning is about more than numbers – it is about helping clients achieve the life they want to live.
What we believe
Financial planning should feel different.
Personal
Financial planning should feel personal – built around your story, not a template.
Clear
No jargon, no ambiguity. Just clear, honest communication at every step.
Empowering
We give you the knowledge and confidence to make informed decisions.
Outcome-focused
Every recommendation is measured by one thing: does it move you closer to your goals?
"Our advisers spend more time understanding clients and less time managing process - delivering advice that evolves as lives, ambitions and priorities change."
Group / Heritage
Built on trusted foundations.
Nine Edge Wealth brings together respected advisory businesses that share the same core values of trust, transparency and long-term relationships.
Nine Edge Wealth (Scotland) Ltd
Previously known as Wealth Professional a trading style of Medical & Professional CFP Ltd, a company that built a strong reputation for client-first advice and trusted relationships. Now part of Nine Edge Wealth, that same approach continues with the added support and capability of the wider group.
Nine Edge Wealth (Edinburgh) Ltd
Previously known as RMS Financial Limited which was founded by Richard Murray, was built on his belief of integrity, clarity and lasting relationships. Those principles remain central to everything we do as RMS becomes part of Nine Edge Wealth.
Why Nine Edge Wealth
Human excellence. Innovative technology. One trusted partner.
Expertise
Adviser-led, always
Every corporate client has a dedicated adviser who understands your business, your sector, and your people – not a call centre or a self-service portal.
Technology
Powered by innovation
We use intelligent technology to model outcomes, benchmark your package, and remove administrative burden – delivering faster, clearer advice with less complexity.
Transparency
No hidden agendas
We cut through bias and conflict of interest. Our recommendations are driven entirely by what is right for your organisation and your employees.
Partnership
With you for the long term
We don’t design a scheme and disappear. We review, adapt, and evolve your benefits offer as your business grows and the world of work changes.