High demand for advice as Just Wealth client referrals up 300%
Just Wealth, the financial advisory arm of national broker firm Just Mortgages, has seen a surge in demand for financial advice with client referrals up 300% during the first half of 2022.
Their team of self-employed financial advisers have seen increases in referrals in all product areas including pensions and investment advice, inheritance tax, life assurance and other protection products.
The growth in referrals and qualified introductions have come from Just Mortgages, a national brokerage with over 600 advisers and more than 40,000 clients across the country.
Just Wealth has recently announced a doubling of adviser numbers as part of their strategic growth which is matched with the increase in referrals from Just Mortgages.
Just Wealth advisers are self-employed and so benefit from the freedom to advise, however they also are provided with leads, ongoing training, compliance, mentoring and marketing support. Many advisers looking to strike out on their own are most concerned about client acquisition and so this news will give them the confidence to know that the business is there for those that wish to seize it.
Dave Magee, head of wealth at Just Wealth said: “The current economic environment is causing people to evaluate every aspect of their financial situation and those seeking mortgage and protection advice via Just Mortgages are aware that this is just one element of their overall financial situation and are increasingly looking for further holistic financial planning through Just Wealth.
“We work with people from all walks of life, providing our expertise to clients which they find reassuring. The partnership with Just Mortgages brings our team a wide breadth of clients, at different points in their life and with a variety of financial needs. Having a full financial journey available “under one roof” provides for our clients the convenience and trust factor that they are looking for.
“The team are free to provide fully-holistic financial advice. It means as part of the Just brand, we can provide everything a client will need, from buying their first home, all the way through to legacy and estate planning in later life.
“We have found that people wanting and needing wider financial advice are reassured when they are referred to an adviser by a trusted source and so we’re able to build on the positive relationship created by the team at Just Mortgages.”