AFS Chartered Financial Planners

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Telephone	01315570777, 01315573322, 01412211843, 07813658684
Alt phone	-
Email	-
Website	-
Postcode	EH88JQ
Address	Buchanan Court 132 Calton Road, Edinburgh, Eh8 8Jq
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Financial planner, Financial planner
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21.05.13 – Use Whitelaw Wells Accountatns
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Afs Chartered Financial Planners
Edinburgh Office
Buchanan Court
132 Calton Road
Edinburgh
Eh8 8Jq
T:  Begin_Of_The_Skype_Highlighting   Free  End_Of_The_Skype_Highlighting
F:
E:  <Mailto:>
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The Glasgow Team
*	Paul E Scarff Apfs Mcibs <Http://Www.Afsl.Net/Stafflist.Php?Page=1257930979Paulscarff.Htm> 	Managing Director And Chartered Financial Planner
*	Callum Inglis - Dippfs <Http://Www.Afsl.Net/Stafflist.Php?Page=1257931055Calluminglis-Dippfs.Htm> 	Independent Financial Adviser
*	Lynn Vincent - Dippfs <Http://Www.Afsl.Net/Stafflist.Php?Page=1257931099Lynnkirkland-Dippfs.Htm> 	Independent Financial Adviser/Client Manager
The Edinburgh Team
*	Alun Evans Dipfa <Http://Www.Afsl.Net/Stafflist.Php?Page=1257931189Alunevans.Htm> 	Director & Independent Financial Adviser
*	Forrest Greenshields - Apfs Imc <Http://Www.Afsl.Net/Stafflist.Php?Page=1257931218Andyinglis.Htm> 	Chartered Financial Planner
*	Jim Catterall Dipfa <Http://Www.Afsl.Net/Stafflist.Php?Page=1257931247Normanjack.Htm> 	Independent Financial Adviser
*	Moyra Reynolds - Cemap Cerer <Http://Www.Afsl.Net/Stafflist.Php?Page=1257931292Jimcatterill.Htm> 	Paraplanner
Try For Friday  - - <Mailto:->  Cathy And Ewan”¦”¦
Spoke To Alun Who Is Director For Edin – They Will Maybe Be Looking For A Managed Service In The Autum And He Deals With Both Edin And Glasgow – 1 New Copier In Glasgow (Team Of 4) And 2 Older Copiers Down Stairs – He Wont Be Around On Friday But No Prob To Come In And See His Colleague Ewan Or Cathy – In For 2.30 On 24Th May  And Emailed Alun Direct.
Gary Alan Not Making Appt So Phoned Back And Spke To Moyra Who Organises Aluns Diary And Back In For 10Th June At 2.30 And Copied Alun/Moyra To Confirm New Date And Time
 <Mailto:>  –
10.06.13 – Guys Didn’T Make – Reschedule – Try For Wed 3Rd July ”¦..Can’T Do Anytime In July So Rescheduled To Aug 12Th At 11.30 – Emailed Moyra To Confirm For Alun
29.07.13 – Alan Called To Say On Holiday On 12Th Aug Anyway Just A Year Into Contract With Exceltech And Months Into Other So Far Too Early – Taken Out Calendar For Just Now”¦..Try Further Into
23.04.14 – Try For Fri 9/5 In Morning ....Back In 2Mro
24.04.14 – Getting Ready To See A Client Try After 11.30 .....Try After 3
25.04.14 – Spoke To Alun But Excelltech Have Renewed Their Copier 3 Months Ago And Still 3 Years In Aug To Run – Own Printer Their It Deals With But Nto Wanting To Look At That Just Now New Financial Year...Try Further Into Contract For Copiers (3 Lcoations Each Has A Copier)
Ref’D Whitelaw Wells, Alexander Sloan, Stewart Gilmour, A9 Partnership
09.04.15 – Spoke With Woman Who Ans Phone Her And Alun Who Deal And She Thinks Just A Year To Go”¦..She’S Not About On 13Th Or 22Nd But Alun Back Monday And Might Be Free 22Nd Said Would Call Back”¦..
20.04.15 –Alun Not In Back 2Mro And Looks Like He’S Due In Wed Afternoon But Has Meeting Finishing At 12.30
21.04.15 – See If About Wed 29Th”¦.Due In Soon ”¦.Not In Yet”¦Popped In But Away Again Try Later.
Alun Evans Called Back His Mob –
 Spoke With Alun But Thinks 2 Years Left (Copier In Edin And Glasgow And Sep Printers)”¦.Saying Far Too Busy To Look At Just Now And To Send Through And Email But Not Likely To Look At Until Next Year”¦..
Email Sent Diary On And Even Speak To Woman Who Ans If Ot Heard
28.05.15 – Try With Moira Reynonlds (Office Mgr)  - On Phone”¦.
28.05.15	14.01	1St Apt	Ref – Whitelaw, Alex Sloan Etc
This Is An Xltec Cust And Have Tried To Get Directly In With Director About A Month Ago But No Joy. Tried With Office Mgr Moyra Who Is Aware Of Situ With Xltec And Thinks 3 Years Left (Director Alun Has Said Just 2 When I Spoke With Him). Ok To Come In To See Her 1/6 @ 1 P.M.	Nw
 <Mailto:>  –
Spoke To Moyra To Change To 10.30 – That Suits Her Better
31.08.15 – Emailed Gary For Update
31.08.15 - Can You Try Again Been Trying To Get Info From Marion ? ”¦..See If About 11.30 On 2/9”¦.Moyra On Hols For 3 Weeks And Alan In A Meeting Try Him Later
Try Paul Scarff (Md) In Glasgow - Afs Chartered Financial Planners
21 Westminster Terrace
Glasgow
G3 7Ru
Tel:
Ref Whitelaw Wells, Alex Sloan, D M Mcnaught, And Others In Area
Paul Back In 2Mro Try Before 10”¦. Spoke With Paul He Said They’Ve Been Chatting About This And Would Be Interested (To Cover Both Edin And Glasgow Office) He’S Not Free Direct But Will Get Linda To Call Me (Contract Due Up 6 Or 12 Months) So Would Like To See What We Do”¦..Said In Area On 7Th And 11Th Sep”¦.Call Linda If Not Heard
07.09.15 – Not Heard Try Linda And See If Can Do 16Th”¦..Nipped Out For Lunch Try 1.30
1.30”¦.
07.09.15	14.07	1St Apt	Ref – Whitelaw Wells
Prev Apt With Office Mgr In Edin But Gary No Joy Getting Info And Girl Now Off On Holiday. Tried With Glasgow And Spoke With Md Paul Scarff. He Would Be Interested In Getting More Info On What We Do Something They Have Been Discussing Recently And 6-12 Months Left On Contract (From Notes From Edin Xltech Cust). Paul Too Busy For Direct Apt But Will Get His Office Mgr At Glasgow To Call To Arrange. Not Heard So Called And Spoke With Office Mgr Linda. They Have 2 Mfd In Glasgow And Further 1 In Edin (Couple Of Back Up Printers). Apt 16/09 @ 1.30 P.M.	Nw
18.09.2015   Afs Need Moria Back In At Edinburgh She Is Back From Hols Next Week
12.10.15 – Try Again With Moyra For Edin”¦..Try For 3.30 On Mon 2/11”¦.Called And Left Message For Moyra To Call Back”¦.
12.10.15			Update From Glasgow Apt Gary Wanting To Get Back In With Moyra In Edin. Spoke With Moyra And Ok To Come In 2/11 @ 3.30 P.M. Also Emailed Her Details Of What Will Need For A Quote Which Have Sent Today So Hopefully If Get Back Can Go In With Report. Still Same Situ With Xltech/Simply Digital (1 Copier In Each Location Edi/Glas And Thinks 12 Months Or Less To Go With Finance Company Also 3 Printers)	Nw
30.10.15 – Called And Moyra Fine For 11.15 On Mon
3/11 – Gone To R/R
08.01.16 - Can You Call Alun And See If Available On The 15Th To Go Over Rr As Moyra Mum Not Well At The Moment ?
Thanks
Gary
Try For 1 P.M”¦.Spoke With Alun But He’S Saying Free Only On 15Th At 2 Pm If Moyra There Also As She Has Been Driving This Project And To Confirm With Her By Email Also – E’D Gary To Se What Moyra Had Said Re 15Th.
13.01.16 –Due In About 10.30 ”¦.
08.01.16
13.01.16		R/R	E From Gary To Arrange Rr Foc With Alun As Moyras Mum Not Well. Spoke With Alun On Mob He’Sfree 15Th Only At 2 P.M. Due To Meetings Before And After But Only To Put In If Moyra Can Confirm Free Then Also (Said To Email Her) Wants Her To Be There With Her Driving The Project. Gary Just Called Moyra Today So Will Call Again Next Week Once Back And Hopefully She Can Do Then Also
Had Called Moyra Yesterday And Was Going To Check If Alun Was Free Friday At 2 As Showing His Calendar Busy. Another Company Involved But In Moyra’S Words “Would Rather Have Her Toenails Extracted Than Deal With Them” They Are Offering Booklet Facility On Device And Wanted Me To Confirm With Gary We Can As Currently They Outsource Booklets Also Other Company Had Highlited To Her Our Charges Go Up After 3 Years If They Don’T Renew Contract  (Adv Gary And He Will Cover This With Her)”¦
Hadn’T Heard Back So Called Again And Both Her And Alun Free Friday At 2 P.M. Asking For A Plush Brochure To Be Brought In (To Demonstrate Quality) As This May Swing Alun”¦.Adv Gary
15.01.16 - Hi Nina
Can You Give Euan Stewart Of Accountant Financial Services A Call On  Re Meeting Arranged For 1.45Pm.  He Is Looking To Cancel And Re-Arrange.
Alan And Gary Just Went In”¦..Genuine Moyra’S Mother Not Well So She’S Had To Leave So To Arrange Another Apt If Poss For A Week On Mon 25Th”¦
18.01.16 –See If Can Do 25Th At 1.30”¦..Called Moyra And She Wants A Call Back On Tues
19.01.16 – Left Mob For Moyra To Call Back On”¦.Spoke With Moyra And Ok For 25Th Jan For Her And Alun At 1 P.M. – Email Sent
07.03.16 - I Have Been Speaking With Alun & Moyra,I Spoke With Alun On Friday And Said Will Be Going With Us And Just Waiting On Figures From Other Partner And Said Getting Busy But Going Down The To Do List And Said To Leave For 2 Months Can You Call Him To Get A Date In For First Week In May ,Need To Keep This On Agenda
Thanks
Gary
Spoke With Alun But Prefer He Comes Back To Us”¦.April/May Busy Time For Them And Will Still Be Going With Us Just A Few Bits And Pieces To Get Sorted Out Beforehand – E’D Gary To See If He Still Wants Me To Follow Up
07.03.16 – Gary Asking I Call In 3 Months
23.05.16 – E’D Gary To See If Ok To Call Now
Been Pushed Onto Linda Findlay In Glasgow Worth Giving Her A Call , Moria And Alain Said Going With Us Best To Call Linda And Find Out Situ Suspect Signed With Simply
On Lunch Back Just After 2”¦”¦Not At Desk Try Before 4.30 When She Leaves”¦..
Spoke With Glasgow And Girl There Adv Alun In Edin Will Be Making Own Decision They Pretty Much Do Their Own Thing – Adv Gary Said To Call Alun In Edin. Alun Saying Nonsense Glasgow Dealing Then Changed Tune Said Having Board Meeting In 2 Weeks And Will Discuss Then. Adv Anyone From Kellys Calls Again They Will Go Elsewhere”¦.E’D To Gary
02.03.17 – Try Again With Paul Scarff Md At Glasgow – Linked To Richard Mcmullan At Eco Fish Also Near Whitelaw Wells Accs”¦.3 P.M”¦

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