MorganAsh

Around 12 months ago, Mary was involved in a severe road traffic accident.

As a result of the accident Mary was left with two broken wrists, as well as her injuries from the accident Mary was totally shook up by the whole incident.

Not being able to work due to her injuries, Mary contacted Peace of Mind for support and guidance alongside her claim with Forester Life insurance.

Mary received the financial help she needed but most importantly, she received the guidance and support she needed during her difficult time.

Peace of Mind where there to offer emotional support to Mary, talking to our Peace of Mind team she felt comfort during her road to recovery.

It has been a long process but Mary’s wrists are finally improving and she has now returned to work, her routine and life is slowly returning to ‘’normal’’ after what has been such a difficult time.

Here is a quote from Mary –

‘’I would like to thank you and the team for all your help, support and kind wishes through what has been an emotional rollercoaster for myself and my family. The kind words and support received meant a lot to us.’’

 

** Name and personal details changed for confidentiality

Our clients say:

Given the often complex and technical nature of financial planning, we must do what we can to demonstrate and be seen as a trusted ‘safe pair of hands’. The current regulatory focus on vulnerability provides a timely opportunity to improve how we can recognise and address vulnerable circumstances, whilst also demonstrating individual care and empathy. Good practice principles and the use of fintech, such as the MorganAsh MARS tool, can greatly improve our ability to assess, store and communicate vulnerability across and between organisations.

Keith Richards, Chair of the Financial Vulnerability Task Force