Refering clients to Downton and Ali Associates
Downton & Ali is a company of financial advisers with over 15 year’s experience, our success has been built on a reputation of providing top quality advice and excellent service to all our clients and business introducers.
We can provide your clients with professional advice across the whole financial planning spectrum. From their mortgage application to investments, retirement planning, family and business protection, corporate finance, long-term savings and much more. When making our recommendations we will select providers and their products based on their financial strength and suitability to address the client’s needs.
Our expert consultants are ready to discuss your client’s requirements either over the phone or during a meeting. Then using their professional experience, they will complete an in-depth analysis and guide your client towards the most suitable, tax efficient and cost effective solution.
We will provide you with a dedicated username and password to our online client management system. You will be able to monitor feedback from your referrals, see your commission pipelines and the view the progress of applications 24 hours a day, 7 days a week. We will save you time chasing sales, whilst reassuring you that your client’s application is in professional hands.
If you would like to discuss our proposition in more detail or arrange a meeting please contact us on the numbers below.
Fees payable to introducers are negotiable.
Tel: 01322 314959
Fax: 01322 314958
Download our guides for introducers from the links below.
Introducers please follow this link to sign in to your client portal to make a referral or get an update.
If you have any questions, or if there’s anything you’d like explained, please speak to one of our team on 020 3021 0075 or email us at firstname.lastname@example.org
Face to face advice.
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