Balmoral Asset Management Ltd

Company Info

Contact
Telephone	001312002048, 0131221695001312002048, 01312216965,
Alt phone	-
Email	-
Website	-
Postcode	EH12BB
Address	18 Rutland Square, Edinburgh, Eh1 2Bb
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Profit	0.00

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Notes

Financial planner, took details, Financial planner, took details
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12.10.11 - *Use Mcfadden Associates*  Accs – Operations Team –Try Stuart Mcdonald With Different Ref – Receptionist Wouldn’T Give Out Name *Use Mcqueen Brown In Rutland Square*
13.10.2011 – Back Next Week
27.10.2011 – On Hol Try Next Week
3.11.11 – Back This Afternoon – No Ans – Going Into A Meeting Try 2Mro
4.11.11 – Left My Number With Receptionist And Gave Info Of What Phoning For
15.11.2011 – 2Mro
16.11.2011 – Not Avail Try Later
2.12.11 – Try Alan Reid Or Mark Burrell Both Directors -  *Try With Spence And Spence Also Financial Advisors Same Street*  - Mark Should Be Back Later Alan Next Week
Spoke To Mark Burrell  Who Adv Would Be Caroline Rae We Need To Speak To In Operations General Mgr  - Not In Office Try Monday
5.12.11  - Line Busy Try Her Later
20.12.11 – Back After Christmas
12.1.12 – Receptionist Very Snippy Put Through To A Guy Called Ewan Who Adv I Had Been Phoning A Few Times And Wold Be Sara Rosburgh Now Taken Over So To Leave Just Now And They Would Call Me If Require Anything
18.6.12 – Popped Out For Lunch Try Later  - Concept – Spoke To Sara But Went Through Procedure Of Looking At All Costs Just At Start Of Year And Ok – Have Maintenance Contract On Month Notice So Ok Just Now Prob Wouldn’T Look At Until Next Year.
15.01.13 –  – Sara’S Direct Number”¦.Try Later Not At Desk”¦
17.01.13 – Vm”¦ Roseburgh”¦Tried Sara And Ok To Come In On 14Th Feb At 1.45”¦..With Concept (Reconditioned Canon Device As Didn’T Want To Change To Canoni) Also 4 Hp Printers Owned”¦Maintenance On Copier Paying 0.6 Mono And 6.2 Colour”¦Quite A Difference.
27.03.13 – Gary’S Update In For R/R Today He Is Dealing
19.04.13 – Gary’S Update – Just About To Sign
16.05.13 – Gary Wanting Me To Contact Sarah For Opc’S – Vm”¦”¦.
17.05.13 – Voicemail – No Ans - Try Monday
30.06.15 – On List Of Customers To Target From Alan For Gary To Go In – See If Free 12/ July
30.06.15	14.13	Cust	From Alans Cust List To Target Re Upgrade
Called And Sara (Prev Contact) Now Left And Andrew Philip New Ops Mr Who Will Now Deal. Prefers To Get His Feet Under The Table For A Bit Before Meeting Up And In For 19/8 @ 12 P.M .	Nw
 <Mailto:>
20.08.15 – Gone To R.R
30.06.15	14.13	Cust	From Alans Cust List To Target Re Upgrade
Called And Sara (Prev Contact) Now Left And Andrew Philip New Ops Mr Who Will Now Deal. Prefers To Get His Feet Under The Table For A Bit Before Meeting Up And In For 19/8 @ 12 P.M .	Nw
20.08.15	8.58	R/R	E From Gary – R/R Arranged 11/11 @ 11.30	Nw
27.10.15			Gary Looking To See If Andrew Can Do 30Th Nov (Andrew Not Free On 11Th)”¦Andrew Ok For 30/11 And Prefer Earlier At 11.30	Nw
30.11.15 – Andrew Philip No Longer At The Company New Guy Called Dominic , We Left Card And Asked Him To Call To Arrange With Him For The 9Th , If I Don'T Get A Call , If You Can Call Them To Get Stuart Macdonald Md In He Signed It Off Last Time
1.12.15 - Haven'T Had Anything Back Can You Call And See If Stuart Macdonald Can See Us Next Edinburgh Day Explain Said We Would We Would Come In To Reduce Costs After 3 Yrs And Met Up With Andrew Philip And Had An Appt With Him Yesterday But Obviously Left The Company , So Okay To Come In And See Him For Five Minutes To Give Report Recommendation As He Is Only One That We Know From First Time Around , Let Him Delegate Down To New Ops Director , But Best To Get Him
Thanks
Gary
Called And Left Message For Call Back From Stuart Mcdonald
3.12.15 -
3.12.15		Review	Update Andrew Has Left And Alan/Gary Looking To Arrange With Stuart Mcdonald. Adv When Called Now Dominic Taken Over Who Will Deal. Spoke With Dominic Really Nice Guy And Keen To Look At Not Just Our Lease But Also The Canon Equipment He Has As Would Prefer To Have All Under One Umberella And Feedback Is That He Uses One Of The Canon Devices In His Office And Not Impressed Also Has To Take Time Out To Order Toner. Not Free Until 22/12 But Said Would Work Better Than As With Office Being Closed Can Give You Full Walk Around To Look At Everything And Good Position As Canon Haven’T Approached Them At All So First In. Being New Would Appreciate Also If Can Bring In All Info Lease (Copy Of Agreement), Spend Since Start Contract Etc As Unfortunately No Hand Over And Very Much Starting From Scratch. Thanks. Apt 22/12 @ 10.30
	Nw
15.12.15 - Balmoral Fit In Fs On The 7Th As Discussed I Will Arrange Rr When In
Good To Push To March For Fs If You Can Get Him In
Thanks
Gary
Spoke To Dominic And Happy To Pencil In 23Rd March At 2 P.M. Unless Md’S Decide To Look At Sooner And He Will Be In Touch To Bring This Forward – E To Confirm
28.11.17 – No Longer A Customer Dominic Ex Copier Salesman Went Elsewhere
Macdonald, Stuart <Https://Www.Balmoralasset.Com/Our-People/Macdonald,-Stuart/> Managing Director
Try With Stuart And Ref
*	Chris Hendry
*	 3Rd Degree Connection3Rd
*	Chris Has A Account
Hendry, Chris <Https://Www.Balmoralasset.Com/Our-People/Hendry,-Chris/> Director
Work With Cullen Property And David Adamons And Partners
Dominic”¦.N/A”¦”¦”¦..
Capital Sols”¦”¦Still With”¦”¦Ricoh”¦”¦.
2 Years”¦”¦.
Dominic Saying Didn’T Have Great Experience  With Kyocera Kept Breaking Down But Will Be Reviewing For New Office Jan/Feb Time And May Look At Again Then. 2 Years Left On Lease  Said To Email Him Meantime

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