Case studies

Annuities quotations

We vastly simplify how financial advisors apply for impaired annuities – with an easy-to-use, one-stop process for gathering multiple quotations.

Andrew from Cambridge
Peter Labrow Peter Labrow

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
Peter Labrow Peter Labrow

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
Peter Labrow Peter Labrow

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
Peter Labrow Peter Labrow

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
Peter Labrow Peter Labrow

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
Peter Labrow Peter Labrow

St. James’s Place

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

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