Just Wealth to host financial advice clinics for Just Mortgages staff

18 July 2023

Just Wealth, the financial advisory arm of national brokerage Just Mortgages, is set to host a full-day of financial advice surgeries for Just Mortgages staff.

Taking place at Just Mortgages’ head office in Colchester on Tuesday, July 18th, the sessions will allow staff to speak to a Just Wealth financial adviser in private about their personal financial concerns and objectives. Staff will be able to discuss all areas of financial advice including pensions and investments, savings, ISAs and wills.

In addition to the sessions, the day’s event will also include a presentation by Just Wealth exploring what is financial advice.

Dave Magee, head of wealth at Just Wealth said: “An assumption is often made that financial advice is only accessible to those with huge investments or six-figure salaries. In fact, advice is open to all, with our team of 30 advisers supporting clients of all backgrounds. Just as important as our mortgages brokers making all clients aware of this is enabling those within our own group to take advantage of the same financial advice.

“We have a fantastic relationship with the team at Just Mortgages, with our advisers receiving more than one thousand leads and qualified introductions from their brokers last year alone. We are looking forward to extending that partnership further by supporting the wider team through these personalised sessions.”

John Phillips, national operations director at Just Mortgages added: “The level of support we provide doesn’t just stop at our brokers. This fantastic initiative with our sister company Just Wealth is a great example of our ambition to provide all employees with the tools to succeed both personally and professionally. Whether it’s mortgages or wider financial planning, the current climate serves an important reminder of how essential quality advice really is.

“Our hope is that this will be the first of many sessions with the Just Wealth team, available for all staff to take advantage of across all our offices. We thank Dave and the team at Just Wealth for their support and look forward to the event.”

By working with Just Wealth advisers, brokers within Just Mortgages can respond to any wider needs identified during the fact find stage of the mortgage advice process, such as a pension review. The aim is to create a frictionless customer experience, with wealth advisers reconnecting clients with a broker when six-month or annual reviews identify mortgage needs.

With referrals numbers set to soon overtake last year’s total, Just Wealth has continued its recruitment drive for new advisers. Just Wealth advisers are self-employed and benefit from the freedom to advise, whether it’s on pensions and investment advice, inheritance tax, life assurance or other protection products. In addition to referrals and qualified introductions, Just Wealth advisers access ongoing training, compliance, mentoring and marketing support.

Those looking to join Just Wealth can visit www.justwealth.co.uk/careers/ or contact the team via contactus@justwealth.co.uk or 0345 2185 211.