Mclean & Melrose Wealth Management

Company Info

Contact
Telephone	01313030061, 01313030063, 01313030089, 01314599200
Alt phone	-
Email
Website
Postcode	EH37NS
Address	St. James'S Place Melville House 18-22 Melville Street, Edinburgh, Eh3 7Ns
Decision makers
Profit	0.00

🧠 AI Enriched Contacts

No enriched contacts yet. Use "AI Enrich This Company" to search.

Call Log / Outcome

Call outcome

Contact name

Callback date

Callback time

Email address

Decision makers

Appointment outcome

Notes

28.3.12 - Stuart S Mclean Dip Pfs
Director
David F Melrose Dip Pfs
Director
*Use Whites Financial Management In Stafford Street*
Stuart Should Be Back Later Today – Spoke To Stuart Who Adv Serviced Business – Copiers Arranged For Them But Couple Of Printers – Will Speak To Office Mgr Sarah Who Ans The Phone To See If We Can Come In  - Call If Not Heard.
29.3.12 – 16/4 11.30
Had Called And Spoke To Sarah  - 6Printers Costing More Than Â£40 To Run Copiers Through Business Centre
 <Mailto:>
Busy For 2/4 But Ok To Come In On Mon 16.4 @ 11.30 A.M.
16.4.12 – Seems Wrong Address If You Can Call And Reappoint For 24Th Please
Checked And Def Correct Addrewss – Sarah On Phone Just Now But According To Colleague She Had Sent Email To Cancel – Finished At 12 Today But Call Back For 24Th.
Phoned Again And Spoke To Sarah Who Is Ok For 24/4 @ 10.30 – Seemingly On Plaque Outside It Says St James Place Wealth Mngmt.
24.4.12 – Garys Update R/R Organised Looks Good –
12.7.12 – Sent Email To Gary For Update
17.7.12- Emailed To Gary For Update - Said They Didn’T Want To Do Anything At Present Worth Another Pop Though
Spoke To Sarah Partners Off Next Week But Now Having Probs With One Of The Pritners So She Will Run It Past Them And See If They Want Us Back In – Good Timing
30.7.12 – Spoke To Sarah But Partners Just Back From Holidays If Needing Anything They Will Contact Us
20.9.12  - Sarah On Hosl Till Next Wed
11.10.12 – Sarah Busy Try Later
23.10.12 – Try Later
26.10.12 – Message They Are Not Looking To Do Anything
5.12.12 – Try With Stewart Mclean Using Helen Reid At Reid Partnership In Perth
11.12.12 – Try Before 3.30 – Thurs P.M
13.12.12  - Spoke To Stuart Mclean  - 6 Printer All Owned – One New To Be Networked Up – Ok For 12Th Feb At 1 P.M. – Emailed To Confirm  Try  <Mailto:>
05.02.13 - This Is A Message For Gary Rigley, Regarding A Proposed Meeting On Tuesday The 12Th Of February At 1Pm.  I'M Not Going To Be In Edinburgh That Week So I'M Afraid I'M Going To Have To Cancel Our Proposed Meeting.  I Trust You Can Pass This Message On To Gary For Me As I Don'T Have His Direct Contact Details To Hand.
Kind Regards,
Stuart
Stuart S Mclean Apfs, Certs Cii (Mp & Er)
Chartered Financial Planner
Director Of Mclean & Melrose Wealth Management Ltd
Senior Partner Practice Of St. James'S Place Wealth Management
Tel:
Emailed Back To See If Can Do 26Th Feb”¦..Diaried To Hear Back
06.02.13 - Hi Nina.
I'Ve Since Spoken To My Practice Manager Who Tells Me She'S Already Met With Gary. As She'S The One That Makes The Decisions, I Don'T Want Gray To Make The Trip For Nothing Therefore I Think It'S Best To Leave It There Thanks.
Stuart
8.11.13 – Paul At Geoghans Linked To Sarah Hughes (Snr Prtnr)”¦”¦”¦Spoke To Sarah But Wouldn’T Be Her Would Be Jane But She Is Off For A Few Days”¦..Jane Back In 2Mro 2Mro”¦..Melrose Practice  - Janes Direct  Or Main Number
12.11.13 – 3 Printers”¦.Spoke To Jane But Not Intestested In Following Up Too Small And Said She Has Sarah Sitting Beside Her Just Now And She Is Saying That She Asked Me To Call Next Year”¦.Too Busy Had Has Taken My Number
8.9.14 –  –Sarah”¦.All Centralised Now
19.03.15 – Ref Geoghans, Alex Sloan, Whitelaws
Across From Mcgregors Accs – Near Law Society
Try David Melrose Or Stewart Mclean – Spoke With Stewart”¦..Do Have Own Printers But Small Useage Of Cartridges So Just Wants To Leave”¦.Try Sarah Next Time Or David Melrose
6.3.17”¦.Spoke To Sarah But No Thanks”¦”¦”¦.David Holiday And Stewart In Later”¦”¦..Try Him 2.30 Has Another Apt At 3.
Spoke With Sarah Have Own Pritners Still Not Intersetd

Back