Just Wealth, the financial advice arm of national brokerage Just Mortgages, has reported a 63% increase in assets under management (AUM) in 2025.
The growth reflects a strong year for the wealth business, driven by increasing demand for holistic financial advice and a strong pipeline of client referrals from brokers across its sister firm Just Mortgages.
In 2025 alone, Just Wealth received more than 700 client referrals from Just Mortgages for advice on key areas such as pensions, savings, investments and estate planning. Just Wealth advisers are based throughout the UK and work closely with brokers at Just Mortgages – as well as building their own client bank.
Just Wealth currently has 20 advisers operating across the UK, with plans to expand its team this year to meet rising demand for long-term financial planning and advice.
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, national director of 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.”
