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:

The time-saving for the adviser more than makes up for the small charge for using the MorganAsh service and we would recommend the service to all advisers with clients who are considering annuity purchase where impaired rates might apply.

Julie Calvert, technical director, Pavis Financial Management