Just Wealth has reported a 63% increase in assets under management (AuM) in 2025.
The financial advice arm of Just Mortgages said the growth reflected a strong year for the wealth business, driven by increasing demand for holistic financial advice, as well as a strong pipeline of client referrals from brokers.
In 2025, Just Wealth received more than 700 client referrals from Just Mortgages for advice on areas including pensions, savings, investments and estate planning.
The firm 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.
Financial services director at Just Wealth, Lisa-Marie Whiteley, said the rise in AuM demonstrates the demand for its financial planning and wealth advice.
She added: "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."
National director at Just Mortgages, Carl Parker, concluded: "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."
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