Personal Investment Planning

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Telephone	01419543751
Alt phone	-
Email
Website
Postcode	G131HQ
Address	Personal Investment Planning Ltd 1558 Great Western Road, Glasgow, G13 1Hq
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Call Log / Outcome

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Appointment outcome

Notes

29.07.14 – Ref The Kelvin Partnership Also Great Western Roaed
Douglas Black –(Md) Back In 2Mro
30.07.14 – Try For 1.30 On 8Th Aug .....Left Message For Call Back From Douglas
 <Mailto:>
Douglas Called Back – Had Lot Of Companies In Previous And Was Working Out More Expensive For Him But Happy To Have A Chat
Ref – Kelvin Partnership
3 Or 4 Owned Mfd’S Owned (Mixture Colour/Mono) Can Find Expensive To Run. Normally Prefers To Own Outright But Happy To See What We Can Do. Asking Re Terms Said Various Options Which You Would Discuss Further. Apt 8/8 @ 1 (Due To Meetings This Was The Only Time He Had Ten Mins Free)
11.08.14 – Update R/R Arranged 25/8 @ 12
13.08.14 – Gary Due In For F/S Today Try And Change To 19/8 After Thomsons...See If Can Do 3.30
Yes No Problem For 19Th Aug At 3
18.11.14 - Can You Also Get Guy In At Financial Planner Can'T Remember His Name To Give Rr ,Held Back Due To His Partner Having Cancer
Glasgow High School Up That Way ,Client Close To It Would Be West End Carers Part Of Volunteers Glasgow
Say To Him We Are Up That Way Seeing Mcdon Sol
Douglas Back In 2Mro Pm
Mention Up Mcdonald And Co Sols
19.11.14 – Back 2Mro P.M.
20.11.14 – Left Mobile For Douglas To Call Me”¦.Spoke With Recpetionisth Who Called Back – Douglas Not About 2Mro Or Other Field Days”¦Askled If She Can Find Out When He Would Have A Free 5 Mins For Gary To Pop In”¦She’Ll Come Back To Me”¦.Have Also Sent An Email
4.12.14 – Douglas In 2Mro But She Didn’T Think He’S Around On Tues
18.12.14
22.12.14 – Back In Later This Avo”¦Back In 2Mro
14.01.15 – Gary Looking To Try Again To See Douglas Black – Mention That He Says Thanks For Lead For Levy Mcrae And Let Them Know They Have Now Gone Ahead.
Douglas Not In Rest Of Week - Angela Crawford Deals With Douglas’S Apt And Due In 2.15 Try Then
Spoke With Angela Crawford And Feedback Is That Douglas Partners Still Seriously Ill So Looking To Leave For Just Now
13.03.15 - Can You Get Us In To See Guy That Gave Us Name Of Bill Mccreath At Levy Mcrae ,Think Financial Planner In Anniesland Glasgow ,Maybe Call Him And Say Thanks For Name Of Levy Mcrae Now A Client And Okay That Guys Come Into See You On Monday With Report Recommendation Needs To Be With Him
Thanks
Gary
30.04.15 – Try Again  - Mention Kelvin Partnership, Alex Sloan, Whitelaw Wells
Guy Ans But Douglas Not In Just Now Not Sure If In Later”¦.Not Coming In Today Might Be In 2Mro ”¦.
01.05.15 -
Notes
Date	Time	Type Call	Comments	By
30.07.14	10.34	1St Atp	Ref – Kelvin Partnership
3 Or 4 Owned Mfd’S Owned (Mixture Colour/Mono) Can Find Expensive To Run. Normally Prefers To Own Outright But Happy To See What We Can Do. Asking Re Terms Said Various Options Which You Would Discuss Further. Apt 8/8 @ 1 (Due To Meetings This Was The Only Time He Had Ten Mins Free)	Nw
11.08.14	8.47	R/R	E From Gary R/R Arranged For 25/8 @ 12	Nw
01.05.15			Alan/Gary Trying To Get Back In For R/R But Due To Douglas Partner Not Being Well Wanted To Hold Off. Called And Thanked Him For Opc For Bill & Levy Mcrae And Told Him Now A Customer And If Ok To Come In With His Report. Not Free Field Days – Next Free 14/05 @ 2 P.M.	Nw
28.05.156 –Update From Gary Was Passed On To His Colleague Angela And She Was Getting What We Do – Gary Asking Me To Call Douglas In Coule Of Week To See If Can Get In Front Of Him ( Not Outlay)
10.06.15 – See If Can Do 17Th/6 In Afternoon Or 22/6”¦..Douglas In  Ameting – Best 2Mro After 10..
11.06.15 – Back This Afternoon And Has  Client 3.30
07.07.15 – Try Again For 29Th July  - 1 P.M. Or Later – With A Client Try 1.30/1.45”¦.Gone Out Try 2Mro
20.07.15 – On Annual Leave Until 27Th
05.08.15- Not Sure If Coming Back Today Or Not”¦..
14.8.15 – David Ans – Douglas Due Back Mon About 11
17.08.15 – Off Today Due Back 2Mro Afternoon
11.09.15 – See If About On 16Th”¦.Due Back In Mon Pm”¦
14.09.15 – David Ans And Douglas Is Due In Today For Meeting At 4 P.M. But Not Around On Wed So Will Try Him For Another Day
25.9.15 – Not In Today Due Back Tues”¦
29.9.15  - Not Back Until 2Mro”¦Off Ill Back Mon
Douglas Not Interested
5.12.17 – Work With Mcdonald And Co Sols Near Them – Thurs”¦
1.2.17 – 2Mro”¦.Try Mon
5.11.18 – Ruthven Keenan Pollock/Mcdonalds & Co Sols”¦”¦N/A
27.6.22 0 Try For 6Th July – N/A

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