Annuities quotations

Client testimonials

  • “I just wanted to pass on my thanks for your services as they made it significantly easier for me to obtain the very best terms for my client. She is very happy. Morgan Ash helped secure a £325,000 enhanced annuity and I would recommend to other partners.”

    Will Human DipPFS, partner, The St. James’s Place Partnership 

  • “A significant proportion of our enhanced annuity applications 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

  • ”I think that your service should be used for all cases. It would have taken me a long time to complete all of the forms and I’m amazed by how quick your service is.”

    — Keith Kemp, Essex Finance Solutions, St. James’s Place

  • ”If you’re confident your process isn’t going to miss anything, then that’s great, but if you’re not, you may well be interested in the telephone medical-assessment process offered by companies such as MorganAsh.”

    — Steve Martell, Just

  • “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

  • ”Very pleased that you managed to obtain a better quote for this client with Just than a rival adviser from another FA company. This saved us the business with this client who has a lot of money managed through us.”

    — Andy Lees, Lees Wealth Management, St. James’s Place