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Scotia Wealth Management
ID 3256 Β· Last contact: Never Β· Status:
Not contacted
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Company Info
Contact
Telephone
0131 555 4920
Alt phone
-
Email
-
Website
-
Postcode
EH67HZ
Address
36, 38 Salamander St, Leith, Edinburgh EH6 7HZ, United Kingdom
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0.00
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Notes
Financial planner, Financial planner --- 8.11.13 - Bill Smith Managing Director <Mailto:> Lesley Edgar Office Manager <Mailto:> Graeme Lobban Paraplanner / Researcher <Mailto:> Jacqueline Molloy Administrator <Mailto:> Laurie Bell Administrator Bill Smith (Md) Linked To Neil Ballantyne At Ladarnas Try Wed 27/11βΒ¦..Try For 10.30βΒ¦..Bill Out And Spoke To Lesley But New 3 Year Deal Just Got 0307.15 β Linked To Our Client (Ross Taylor At Taylor Law) Also Ref Danzig, Alex Sloan Try For 3/8 5.6.17 βOn Linked In Looking For Printer For Bni Group β Called Bill And Mention Work With Above Also Linked To Robert Young At Key Place Group See If Free On 12Th 5.6.17 - Call Bill Again End June Notes Date Time Type Call Comments By 5.6.17 14.39 1St Apt Noticed On Linked In Bill Was Looking For Services For His Bni Group Members. Called β He Has Main Mfd Himself Leased Had A Few Years But Happy To Discuss What We Do And Can Also See If Any Of His Members Would Be Interested (Also Linked To Robert Young At Key Place Group And Danzig) CanβT Do 12Th June So In Next Edin 24/7 And Wants Call Again End June To Confirm Time. Has Meeting In For 24Th But Time Of That Also Still To Be Confirmed. Nw 20.07.17 Bill Struggling To Make Mon Now Going On Holiday On Wed For 2 Weeks To Call Once Heβ Sback To Sort Another Date 5.12.19- Next To Gillespie Accountants....On A Call Try 1.30....Left Msg Ref From Gillespes Notes Date Time Type Call Comments By 5.12.19 1St Apt Bill Is Right Next Door To Gillespies New Customer Mfd On Lease Not Sure Term If Rolling Or 3/5 Deal. Ok To Come In And See Him 9.30 On 17Th <Mailto:> Called Bill To Reschedule Gary Was Late For This One β Said Has Looked Nto Since Nad New Deal So No Point
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