MorganAsh
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Andrew from Cambridge
Andrew, a 64-year-old, was referred to MorganAsh for help to secure the best price for an annuity.

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Edward from London
Edward, a 66-year-old divorced man from London, was looking to purchase an annuity. His financial adviser referred him to MorganAsh to get the best price.

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Helm Godfrey
MorganAsh works with Helm Godfrey to help provide an enhanced annuity service where 60% of cases receive a higher income.

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James from Hertfordshire
James, a 74-year-old, wanted to purchase an annuity – and his financial adviser referred him to MorganAsh for help.

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Pavis Financial Management
MorganAsh was able to undertake sensitive medical assessments quickly and easily, resulting in faster turnaround of cases and greater accuracy of information.

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St. James’s Place
MorganAsh has helped St. James’s Place, the UK’s largest financial adviser, to achieve better annuity prices.

Our clients say:

We have a significant proportion of our enhanced annuity applications which are poorly completed or indeed incomplete. This could result in our not being able to offer the best possible terms. The customer journey to us is very important and the applications received from MorganAsh make it a one-stop journey. It helps us to maximise the potential income we can offer to our customers and avoids us having to go back to the customer for further information.

Richard Helyer, chief underwriter and claims manager, Canada life, UK