Utopia Financial Planning

Company Info

Contact
Telephone	01314644904, 01315231408
Alt phone	-
Email
Website
Postcode	EH74LZ
Address	8B Mcdonald Road, Edinburgh, Eh7 4Lz
Decision makers
Profit	0.00

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Notes

6.10.11 - *Use Ab1 Financial Planning* - Serviced Office
19.10.12 – Spk To Colleague To Confirm What Phoning For – (Tenant Of Business Centre Sammy Allamy See Contact) – She Adv The Own Their Equipment And Ok – Try Again With Gordon Using Diff Ref
26.11.12 – Use Whitelaw Wells - Put Through To His Assistant Roberta Saying To Try Later His Ext Is 2408 – Or Can Ask For Roberta And She Will Put Me Through –
12.30 – 10/12 –2 Mfd Owned And 1 Back Up Printer – Ok For 10.12 @ 12.30 P.M. – Emailed To Confirm
6.12.12 - Dear Nina,
Regrettably, I’M Going To Have To Cancel This Meeting With Gary On Monday, As I’M Going To Be En Route Via Train To Walsall.
Apologises For Any Inconvenience – If There’S Anything You’D Like Me To Look At, Feel Free To Email It, Otherwise I’Ll Catch Up With Gary During 2013.
Kind Regards – Gordon
Emailed Back To See If Can Do 29Th Jany At 1.30 Or 2.30 – Gordon Came Back To Cnfirm 2.30 But Due To Distance From 2 P.M Have Emaile To Say 3 Pm And Sent Testimonials Etc As Wasn’T Sure What Meeting Was About
29.01.13 – Garys Update Not There ”¦Rebook”¦.Back In 2Mro
07.02.13 – Try For 12.30 On 14Th Feb”¦..Try Later  ”¦..
8B Mcdonald Road..Eh7 4Lz”¦”¦Now Moved Offices”¦..Ok For Mon 11Th March At 10 A.M.
06.03.13 – See If Can Be Changed To 12 P.M. On Monday 11Th March”¦..Cant Change Left In For 10
11.03.13 – Gary Not Getting Through Due To Snow”¦..Try For 3Rd April Pm Or 5Th April A.M”¦”¦.Left Message With Colleague To Call Gordon Later”¦He’S Not In Yet Either”¦..
Hi Nina,
Gary Called In This Morning To Postpone Our Planned Meeting And I’M Very Grateful, As It Took Me Close On 3 Hours To Get To The Office This Morning.
To Be Fair, I Don’T Think There’S Much Point In Pursuing This, As We’Re A Micro-Firm With New Equipment In Situ, I Really Don’T Think It’S Worth Your While And We’Re Happy With What We Have.
I Think A Future Meeting Would Be Wasting Both Gary And My Time.
Kind Regards,
Gordon Couch
Gordon Couch | Director | Wealth Manager
Hopetoun Gate 8B Mcdonald Road, Edinburgh Eh7 4Lz
Tel:    Fax:
Email:  <Mailto:>
30.09.13 – Try For Fri 25Th Oct”¦”¦Use Geoghans Accs”¦..2Mro
11.03.14 – Try For 10Th April (Wed) –  <Mailto:>
Spoke To Gordon And Ok For 9Th April At 9.30 – 1 Mfd And 1 Colour Laserjet – Last Toner Order Cost Â£240 Which Does Them For 6 Months – Emailed With Geoghegans Ref Letter
25.5.17 – No Longer There

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