Just Wealth, the financial services arm of national brokerage Just Mortgages, has recorded almost 600 referrals 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 effectiveness of the Just Refer platform in connecting mortgage clients with wider financial advice.
Launched to strengthen collaboration between Just Mortgages and Just Wealth, the platform enables brokers to refer clients for financial planning services such as pensions, savings, investments, or estate planning.
It also allows referrals within Just Mortgages for areas like equity release, business protection, or commercial advice.
Just Wealth currently has 18 self-employed advisers, with further appointments planned to meet growing demand.
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.”
She continued: “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 (pictured), 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.”
