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.

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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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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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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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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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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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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