Whiteleigh Financial Planning

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Contact
Telephone	01412432225, 07779601065, 07827346042
Alt phone	-
Email
Website
Postcode	G24LF
Address	307 W George St,, Glasgow, G2 4Lf
Decision makers
Profit	0.00

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Call Log / Outcome

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Notes

29.01.14 – Save And Invest
Robert Mcilroy....Mrs Mcilroy Ans Saying Robert On Business And She Is Not  Interested.
22.07.14 –
 1.30 –
1 Colour Printer/Fax Copier Scanner
28.07.14 –Gary Alan Not Making Tried To Reschedule Later But Busy And Wants Call Another Day To Reschedule
30.07.14 – See If Free On 8Th Aug....Spoke To Sharon But Too Far In Advance Wants To Leave – Try  Nearer 8Th
4.8.14 – Due In Soon...Still Not In Try In Afternoon.....Called And Left Message To See If Date Will Be Suitable....Left Message With Receptionist
Receptionist Called Back To Say Had A Word With Sharon And Not Wanting To Rescheduled Anything Just Now...Diary On
31.10.14 – Mention Alexander Sloan/Whitelaw Wells Accs/Save And Invest/Thomas Barrie Accs ”¦..Might Be In Later Today
3.11.14 – Meeting Try After 12.30 And Before 3”¦Sharon Ans But Saying Ok
		3.12.15 -
Mob:
3.12.15- Use Helen Reid At Reid Partnership (Perth)”¦”¦.Ans Mach Of Robert Left Message. – Call Back From Robert Saying To Call Office No And Leave A Message What It Is Regarding”¦.Called Back But Now In A Meeting Try Later  N/A
7.12.15”¦..Left Msg For Call Back From Robert Or Sharon
15.01.16	9.52	1St Apt	Ref – Helen Reid
Spoke With Robert Mcilroy On Mob – He Leave Sharon (His Office Mgr And Wife) To Deal With All And Have Own Printer. She’S Not In Office Today But Back Monday To Call Then And Arrange To See Her. In Prov 12 And Will Call In Morning To See If She Can Spare 10 Mintues To Look At While In Glasgow Or If Not Next Field Day.	Nw
18.1.16 –Called And Sharon Has Nipped Out Due Back Soon
08.02.17”¦”¦3.30”¦..
1.5.18”¦”¦”¦.Try 3.15 For Sharon”¦.”¦.
1.5.18 -
Notes
Date	Time	Type Call	Comments	By
1.5.18	16.35	1St Apt	Spoke With Robert Mcilroy Who Adv His Wife Deals With All In Office – Tried Sharon On Mob And They All Have A Printer Each. She Was Driving And Couldn’T Confirm In Her Diary But 15Th Prob Better Than 10Th And To Send And Email So She Can Confirm – E Sent	Nw
Notes
Date	Time	Type Call	Comments	By
1.5.18	16.35	1St Apt	Spoke With Robert Mcilroy Who Adv His Wife Deals With All In Office – Tried Sharon On Mob And They All Have A Printer Each. She Was Driving And Couldn’T Confirm In Her Diary But 15Th Prob Better Than 10Th And To Send And Email So She Can Confirm – E Sent	Nw
21.8.19 – Try Again With Sharon”¦..
1.5.18 – E Sent With Dates Also”¦.
10.5.18 - Sharon Apologises But Now Having To Attend And All Day Event On Tues So No Longer Around To See Her Tues But Saying So Far Due In Office 5/6 And To Call Her Or Her P/A Again Just Before. Still Sounds Keen
24.5.18”¦.
Call Back From Alan Sharon’S P/A – He Thinks 30Th Ok And Will Contact Sharon On Her Mob To Confirm Ok For Then And Call Back
Nothing From Alan So Called And He Called Saying Don’T Think She Is Keen – Called Sharon On Her Mob And She Is But Not Free Then Or 11Th Then On Holiday Until Mid July – Said To Prov Put In 24Th And Her Diary Changes So Call Again Before
21.8.19 – Try For 30Th – Work Whitelaw Wells Accs/Hardie Caldwell”¦”¦.23/9
2 Printers”¦.No Budgets”¦”¦”¦.

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