The advice surgeries are taking place today at the firm’s Colchester head office.
Members of the Just Mortgages team will be able to discuss their financial ambitions and concerns privately with a Just Wealth adviser, covering areas such as pensions, investments, ISAs and wills.
Dave Magee, head of wealth at Just Wealth, said that the two businesses enjoyed a “fantastic relationship”, with Just Wealth advisers receiving more than 1,000 leads and qualified introductions from Just Mortgages advisers last year.
He added that it was important for brokers to not only flag the importance of broader financial advice, but to benefit from it too through these personalised sessions.
John Phillips (pictured), national operations director at Just Mortgages, said the hope was that today’s session would just be the first of many.
He continued: “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 as an important reminder of how essential quality advice really is.”
Just Mortgages launched its wealth division back in January 2021. The financial advice for staff comes after Just Mortgages unveiled bespoke training for large principals.
