St. James’s Place

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

St. James’s Place is the largest financial adviser company in the UK – and has been working with MorganAsh since 2013. The initial review compared the annuity quotations being received when their partners completed medical questionnaires, with the annuity prices received when MorganAsh undertook a thorough medical assessment. The result confirmed that MorganAsh’s service provides better annuity prices.

The service focuses on the consumer, comparing the options of draw down and guaranteed annuity income – and has therefore been unaffected by the changes in the budget in April 2014.

“Very pleased that we managed to obtain a better quote for our client with Just Retirement than a rival adviser from another financial advice company. This saved us the business with this client, who has a lot of money managed through us.” – Andy Lees, SJP partner, Lees Wealth Management

Our clients say:

“To ensure that we are delivering the best possible outcomes for all customers, we need to move beyond simply identifying vulnerability and look at the more holistic concept of resilience and how support needs to be tailored according to individual circumstances. We are therefore delighted to see the launch of the new MorganAsh service which provides a simple, objective and consistent way of better understanding an individual’s vulnerability via a ‘resilience rating’.”

Will Hale, CEO, Key