Her home life suffered as she tried to do her best at work. Anxiety and depression led to time off work. Grace’s employers referred her to MorganAsh’s service.

Pauline, the MorganAsh nurse, helped Grace – not only with support and advice, but also with reassurance and understanding.

After guidance from Pauline, Grace met with her employer to seek a solution – either reduced work, or more help. However, her employer felt that the issue wasn’t with the role.

Again, Grace asked MorganAsh for support. Pauline advised that Grace should seek another role, either with the same company or another.

Grace agreed that she wasn’t suited to her job and left to take up another role – a positive outcome for both her and her ex-employer.

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