Scotia Independant Financial Advisors

Company Info

Contact
Telephone	01412213677
Alt phone	-
Email
Website
Postcode	G37RH
Address	Glasgow, 9 Fitzroy Place, Glasgow, G3 7Rh
Decision makers
Profit	0.00

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Call Log / Outcome

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Appointment outcome

Notes

23.01.14 – Partner Hendry Reid
Use Whitelaw Wells Accs
Hendry Out Till Monday – Try Office Mngr Tracey Who Is Back After 1
Nipped Away From Desk Try Later ”¦..Spoke To Tracey But Copier Through A Client And Half Way Through – Prob Not Just Now But Ok To Drop An Email”¦Diaried To Email
23.05.14 – Tues
27.05.14 –Client Meeting Try 2Mro
09.06.14 – Ref Frederick & Co Sols ....Spoke With Tracey But Best To Leave Until After Holiday Period...Try Again For Sep
1.9.14 – Spoke With Henry Been With Aspen For A Few Year And Loyal However Ok To Contact His Office Mgr Tracey Mcconnell When Back 2 Weeks From Hols – Asked For Meeting With Him Direct But Not Looking To Take.
16.9.14 – Spoke To Tracey But Still Not Budging Saying To Diary On Until Next Year”¦.Said Would Go Back To Henry
05.02.15 – Ref Whitelaw Wells Accs/ Alex Sloan/Frederick & Co Sols/”¦.Tracey Saying Had Several Calls Form Us And With A Client Wouldn’T Move Away
01.03.17- Try With Hendry Again – Use Stuart Gallone Financial Advisors”¦2Mro..Mon”¦
24.5.18 – Fiona On Holiday Until 11/6

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