Just Wealth, the financial advice arm of Just Mortgages, said assets under management rose by 63% in 2025 as it benefited from growing demand for broader financial planning and a steady flow of referrals from mortgage brokers.
The business said the increase reflected a strong year for its wealth arm, with clients seeking advice on pensions, savings, investments and estate planning alongside mortgage and protection needs.
In total, Just Wealth received more than 700 client referrals from Just Mortgages during 2025. The firm said this had helped drive growth across its national adviser base, with 20 advisers currently operating across the UK.
It is now planning to expand that team during 2026 as it looks to meet what it described as rising demand for long-term financial planning advice.
The figures underline the extent to which firms across the intermediary market are looking to build broader advice propositions around their mortgage businesses, using referrals to deepen client relationships and create additional revenue streams.
Lisa-Marie Whiteley, financial services director at Just Wealth, said: “This significant rise in assets under management demonstrates the demand we have seen for quality financial planning and wealth advice.
“Over the past year, our referral partnership with Just Mortgages has continued to deliver tremendous results for all parties – not least for our shared clients who benefit from a joined-up advice journey that combines mortgages and protection with investments, pensions and estate planning.
“As we continue further into 2026, we only expect this figure to increase.
“We are actively growing our adviser headcount to meet demand from a growing number of clients, all while nurturing the longstanding relationships we have with our existing base, built on high-quality advice and consistent service.”
Carl Parker (pictured), national director at Just Mortgages, added: “Not only is this a huge achievement for Just Wealth, but it’s a clear win for our brokers.
“Across Just Mortgages, our brokers are continuing to see the value of referring clients to Just Wealth and offering a more complete, joined-up service.
“In doing so, our brokers only strengthen their client relationships and continue to benefit from the wider revenue opportunity.
“Importantly, Just Wealth advisers gain access to a quality client bank, supporting their own growth ambitions as self-employed wealth advice businesses.
“We’ve put considerable effort into enhancing our processes and improving our Just Refer portal to deliver greater intelligence, higher quality leads and a slicker experience for client, broker and adviser.
“It’s great to see this relationship continuing to bear fruit and we look forward to seeing how it progress in the coming months and years.”
