Wishart Wealth Management

Company Info

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Telephone	01312262012
Alt phone	-
Email
Website
Postcode	EH37RN
Address	29 Drumsheugh Gardens Top Floor, Edinburgh, Eh3 7Rn
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Profit	0.00

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Call Log / Outcome

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Notes

12.11.12 – Use Edinburgh Wealth Management
Spoke To Ian They Are With Capital Solutions, Very Happy With But Too Many Other Priorities To Look At Just Now”¦Poss Find Out Name Of Office Mgr Or Colleague Who Can Deal And Arrange With Them.
14.02.13”¦..Try For 6Th March”¦.Spoke To Ian But Just Went Over To Bbs-Livingston”¦Half Their Costs Compared To Capital”¦.
6.12.13 – Use Whitelaw Wells Accs – No Ans
15.9.14 – Ref Geoghans”¦”¦Angela (Office Mgr)
Ref – Geoghans
Had Spoken To Director Back In Feb 13 Who Adv Had Just Changed On To A 3 Year Deal From Capital To Dbs In Livingston And Half Their Costs. Called To Try And Get Apt Now Further Into But Director Ian On Hols For Fortnight. Spoke With Angela Campbell (Office Mgr) Happy To Have A Chat. She Thought Still 2 Years To Go But From Prev Notes With Director Further Into. Apt 17/9 @ 11.45
”¦
17.9.14 - Hi Nina
Something Has Come Up This Morning And I Won’T Be Able To Meet With Gary.
I Really Don’T Think It’S Worthwhile Re-Arranging.  We Have Two Years To Run With Our Existing Copier And Are Quite Happy With It.
Happy To Speak Again In 18 Months Or So.
3.11.14 – Try Again With Ian Wishart For 11Th Nov – Mention Whitelaw Wells/Geoghans/Law Society Of Scotland
Meeting Try This Afternoon
4.11.14 – Spoke With Ian But Really Happy With Bbm Who Halved Their Costs And Good Service – Wouldn’T Look Elsewhere”¦.Try Again Further Into
20.04.15 –Ref Law Society Near Them, Geoghans, Whitelaw Wells, Alex Sloan ”¦.Ian Back Thurs And Saying To E For Office Mgr Angela
07.05.15 – Spoke To Angela But Still 18 Months To Go On 3 Year Deal Doesn’T Want To Look At Until Nearer End Of Contract”¦.Girl Not Putting Me Through Without Any More Info
**See Beyond The Numbers (Sister Company W Ho They Share Office Space With But All Equipment Dealt With By Wishart Wealth**
26.5.16 – Ian Doesn’T Want To Move Happy With Dbs”¦”¦
**Don’T Call – Had Call From Ewan (Snr Partner) At Geoghans Asking Us Not To Use Them As A Referral Name** Ian Wishart Must Have Called Them Following My Call **

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