Save & Invest

Company Info

Contact
Telephone	0141332808801413005312, 0880141300531
Alt phone	-
Email
Website
Postcode	G22QD
Address	100 West Regent Street, Glasgow, G2 2Qd
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Call Log / Outcome

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Notes

17.5.12 – Alan Wanting Me To Arrange Apt For Gary To Go In – Try To Go In On Monday
Try For 9.30 Or Slightly Later – Lunch Try After 2 –
Spoke To Irene Happy For Gary To Pop In Whenever Have Put In Calendar For Wed At 10 A.M. – Can’T Do Mondays Due To Meetings
13.03.13”¦”¦..
Hi Nina
Been Trying To Get A Hold Of Irene Cunningham , Can You Call Her And Say I Am In Glasgow On Friday And Could Pop In At 12 To See Her To Go Over Updating Devices And Reducing Her Costs ,I Will Also Try!
Thanks
Gary
Vm Of Irene
14.03.13”¦”¦.With Someone Try Later”¦.. Irene Very Busy With Coming Up To End Of Tax Year And Earliest Date She Could See Gary Would Be 8Th April And Pencilled In At That”¦.Said If  Doesn’T Hear Back To My Email Don’T Send Him In”¦Put In For 8Th Just Now And In Diary To Call To Check Still Ok”¦”¦Diaried To Check Still Ok
26.03.13 – Existing Customer – Renewed
Hi Nina
We Have A Allan Morrison (Commercial & Financial Director) Who Signed The Last Document And Also A Frank Mcgovern As Sales Contact.
Called To Invite Allan ”¦.Not Getting Through To Him So Left Msg Of What It Was Regarding And Asked For Call Back This Afternoon If Can Make It
24.06.15 – Spoke With Allan But Can’T Make He’Ll Be Working
Alan Looking To Get Gary In To Carry Out Review Week Before Christmas
21.10.15 – See If Free Mon 21/11 – Closed For Training Try Later  - Vm Of Irene Left Msg For Call Back”¦.
23.10.15 – Spoke With Irene But Not Free Until Jan To Look At Said Gary Knows What It’S Like In Here And To Send Through Dates For Jan Time She Will Come Back That Way”¦.
Spoke With Irene Not Free Then Said Gary Knows What It’S Like And Perhaps May Be Free In Jan To Email Through Some Dates”¦Email Sent To See If She Was A Free A Date First Couple Of Weeks In Jan – In Diary To Track.
15.12.15 - See Below
Sent From My Iphone
Begin Forwarded Message:
From: Alan Kelly < <Mailto:> >
Date: 15 December 2015 16:27:55 Gmt
To: Gary Rigley < <Mailto:> >
Subject: Re: Save And Invest
Yes.
----- Original Message -----
From: Gary Rigley
To: Alan Kelly
Sent: Tue Dec 15 15:55:34 2015
Subject: Save And Invest
9 Payments To Go Allocation Expires March Target Start Of March ?
Sent From My Iphone
23.02.16”¦..Left Vm For Call Back”¦.Gary Saying May Be Another Name We Can Deal With And Will E Me Details Through
Allan Morrison - Commercial & Finance Director
Left Amesage For Allan To Call Back Also..
Called And Allan Not In Back Tomorrow – Spoke With Irene And She’S Saying To Try With Alan Better Chance Getting Him Than Her”¦..
02.03.16 – Called For Alan Not At Desk Left Contact Number For Him  -Call Back From Allan .
 <Mailto:>
Notes
Date	Time	Type Call	Comments	By
02.03.16	12.03	Cust Review	Allan Ok To Meet Up Monday At 2 P.M. – He’S Guy Who Signed Off Last Time	Nw
Notes
Date	Time	Type Call	Comments	By
12.11.18	15.18	Customer Review	Gary Looking To Get In- Spoke With Alan Morrison (Fd) Who Signed Of Last Time Said To Come And See Frank In Finance. He Asked Frank While On Phone And He Can See You Tomorrow And  12.30/12.45 Good For Him.	Nw
8.5.19 - Save Invest Dead Went With A Client ,Been A Client Of Ours For 20+ Yrs As Well !
17.6.22 - Another One To Hit In Glasgow
John Dunlop, Mary Marsh And Jeff Deans All Directors
Allan Morrison Still There As Fd – Ref Whitelaw Wells Accs/Thomson  If Not Try Frank”¦”¦”¦
Working From Home Try Monday Had Left Msg Saying Ref Whitelaw But Said I Would Call
21.6.22 –Both Not At Desk Left Msg For Call Back From Alan Or Frank Ref Whitelaw Wells”¦”¦..
21.6.22 – Called Again For Alan Morrison Fd Who Signed Off Last Time – Still Frank To See Transferred To Frank Who Is Hybrid Working – Can’T Do Next Couple Of Weeks Due To Meetings And Then On Holiday But Provisionally Ok For 13Th July – Hes A Bit Out Of Touch Of Where They Are On Current Deal So Will Look Into That And Come Back To Confirm On Email – Some Owned Printers For Other Hybrid Workers. E Sent To
 <Mailto:>
7.7.22 – Left Msg Called To Chase Up Email After Speaking With Frank (Was To Come Back To Confirm Where At On Contract And Time For 13Th) Guy Said Frank On Holiday Not Back Until 14Th So Have Taken Out Calendar For Now. Will Keep Trying For Another Date
28.7.22 – Not At Desk

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