Wealth Partnership

Company Info

Contact
Telephone	01786476747, 07931721732
Alt phone	-
Email
Website
Postcode	FK77SP
Address	Evans Business Centre,, 3 Whitehouse Rd, Stirling Fk7 7Sp
Decision makers
Profit	0.00

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Call Log / Outcome

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Appointment outcome

Notes

26.03.14 – Use Stirling Stone Near Them
Try For 14Th April  - Derek Not In Tried Craig – Spoke With Craig But Own Copier Through A Client And Wouldn’T Move
11.09.14 – Ref First Base Accs/Dickson Middleton”¦..Due Back About 2Ish
23.10.14 – Back About 2”¦.Derek On A Call Try Later ..Try 4.30
24.10.14 – Not In Yet Try Later ”¦”¦Spoke To Derek But Good Relations With Hierarchy So Ok Thanks
27.4.16- Craig Aitken Linked To Fraser Tait At Tait Mcleod – Rennie Smith/Positive Solutions/Hill Rob Sols
1.6.16 – Also Further Office In Motherwell ”¦”¦.Both Back 2Mro
2.6.16 – Both Got A Few Meetings Call Back Later
22.7.16 – Also Near Dle/Blue Machinery/Athena Fireplaces”¦..Craig”¦.”¦.
Notes
Date	Time	Type Call	Comments	By
22.07.16	9.04	1St Apt	Ref – Craig Linked To Tait Mcleod Also Ref’D Accs In Area Work With
Called Craig On Mob – Have Own Mfd On Maintenance Had For A While Through A Client. Welcome To Come In While In Area And If He Can Will Give You 5 Mins. Travelling To Apt  When Called And Didn’T Have Diary But Should Be Free Then. Website Shows Based At Whitehouse Road But Now Moved To Castlecraig Business Park As Above	Nw
01.08.16 – Update Guy Not There. Tried Mob To See If Free Wed But Going To Vm
Craig Called Back But Bit Busy They Have Just Bought A Couple Of Businesses And Prob Not Best Time For Them ”¦.To Leave For Few Months
30.10.18 –
11.12.23 -

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