Just Wealth, the financial services arm of national brokerage Just Mortgages, has surpassed 600 referrals from its sister firm so far this year through the Just Refer portal.
The milestone, a total of 585 year-to-date, highlights the growing success of the referral partnership between the two businesses and the strength of the Just Refer platform in connecting Just Mortgages’ clients with wider financial support.
Launched to streamline collaboration between the mortgage and wealth arms of the business, Just Refer enables brokers at Just Mortgages to seamlessly refer clients to a Just Wealth adviser for additional financial advice, such as pensions, savings, investments or estate planning. The platform is also used within Just Mortgages to enable brokers to refer clients to a qualified colleague to discuss the likes of equity release, business protection or commercial advice.
Designed to deliver a clear line of sight for the referrer, improved visibility for brokers and advisers, and a smooth experience for clients, the platform has become a key tool in helping both firms support their customers’ broader financial needs and meet Consumer Duty requirements.
Just Wealth currently has 18 self-employed financial advisers, with further additions currently being authorised to meet rising demand. The growing team advises clients on a range of services including pensions, savings, investments and both estate and business planning, providing a holistic approach to financial advice alongside Just Mortgages’ national network of over 650 mortgage and protection advisers.
Lisa-Marie Whiteley, financial services director at Just Wealth, said: “This milestone is a fantastic reflection of the strong relationship between Just Wealth and Just Mortgages, and the sizeable demand in the market for wider financial advice. The Just Refer portal makes it easier than ever for advisers to connect clients with the right expertise, ensuring they receive a fully holistic service. At the same time, Just Wealth advisers access a higher quality of referral, while the broker keeps a clear line of sight and benefits from the revenue share – it’s really a win-win all round.
“As we continue to expand our team, Just Refer will remain a valuable resource for our advisers. We are really pleased with the success so far and to see colleagues on all sides really maximising this opportunity.”
Carl Parker, national director at Just Mortgages, added: “The collaboration between our brokers and the Just Wealth advisers has gone from strength to strength. Reaching this number of referrals this year is a brilliant achievement and shows how our investment in technology and our longstanding partnership with Just Wealth is delivering tremendous results.
“Brokers are increasingly seeing the value in referring clients for wider financial advice, not only because it strengthens their client relationships, but also because it helps them provide a more complete service. It’s a valuable opportunity for brokers and another example of the broad support structure we provide to help brokers succeed. As both Just Mortgages and Just Wealth continues to expand, we expect the numbers of referrals will only continue to grow too.”
The success of the Just Refer platform reflects a broader trend in the market, with more brokers recognising the benefits of offering holistic advice. For clients, it means greater continuity and confidence, knowing their financial needs are supported at every stage.
Just Wealth financial advisers all work on a self-employed basis and have the freedom to advise. Alongside qualified leads from Just Mortgages, adviser at Just Wealth have access ongoing training, mentoring and compliance support. Meanwhile, Just Mortgages has more than 650 mortgage and protection brokers in its nationwide network, with its self-employed division fast approaching 500 brokers.
