Nine Edge Wealth acquires Edinburgh-based financial planning firm

Nine Edge Wealth has acquired Edinburgh-based financial planning firm SWC Independent for an undisclosed amount.

Launched in March 2026 by former Titan Wealth and Aspira CEO, Derek Miles, and ex-Fintel IQ CEO, Kyle Augustin, the transaction marks Nine Edge Wealth’s third acquisition to date.

SWC Independent was founded by Stuart Cardozo in 2009, building a reputation through long-standing client relationships and a personal approach to financial planning.

Following the acquisition, Cardozo has joined Nine Edge Wealth as client director and will continue advising his existing clients.

Nine Edge Wealth said the transaction marked an important step in its growth journey, following its acquisitions of Wealth Professional and RMS Financial.

Commenting on the deal, Nine Edge Wealth CEO, Derek Miles, said: “Stuart has built SWC Independent around trusted, long-term relationships and a deeply personal approach to financial planning.

“That is closely aligned with the kind of business we are building at Nine Edge Wealth, so there was a strong fit from our earliest conversations.”

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