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Financial planner, Financial planner
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8.11.13 -
Bill Smith 	Managing Director 	   	 	  <Mailto:>
Lesley Edgar 	Office Manager 	   	 	  <Mailto:>
Graeme Lobban 	Paraplanner / Researcher 	   	 	  <Mailto:>
Jacqueline Molloy 	Administrator 	   	 	  <Mailto:>
Laurie Bell 	Administrator
Bill Smith (Md) Linked To Neil Ballantyne At Ladarnas
Try Wed 27/11”¦..Try For 10.30”¦..Bill Out And Spoke To Lesley But New 3 Year Deal Just Got
0307.15 – Linked To Our Client (Ross Taylor At Taylor Law) Also Ref Danzig, Alex Sloan
Try For 3/8
5.6.17 –On Linked In Looking For Printer For Bni Group – Called Bill And Mention Work With Above
Also Linked To Robert Young At Key Place Group See If Free On 12Th
5.6.17 - Call Bill Again End June
Notes
Date	Time	Type Call	Comments	By
5.6.17	14.39	1St Apt	Noticed On Linked In Bill Was Looking For Services For His Bni Group Members.
Called – He Has Main Mfd Himself Leased Had A Few Years But Happy To Discuss What We Do And Can Also See If Any Of His Members Would Be Interested (Also Linked To Robert Young At Key Place Group And Danzig)
Can’T Do 12Th June So In Next Edin 24/7 And Wants Call Again End June To Confirm Time. Has Meeting In For 24Th But Time Of That Also Still To Be Confirmed.	Nw
20.07.17			Bill Struggling To Make Mon Now Going On Holiday On Wed For 2 Weeks To Call Once He’ Sback To Sort Another Date
5.12.19- Next To Gillespie Accountants....On A Call Try 1.30....Left Msg Ref From Gillespes
Notes
Date	Time	Type Call	Comments	By
5.12.19		1St Apt	Bill Is Right Next Door To Gillespies New Customer
Mfd On Lease Not Sure Term If Rolling Or 3/5 Deal. Ok To Come In And See Him 9.30 On 17Th
 <Mailto:>
Called Bill To Reschedule Gary Was Late For This One – Said Has Looked Nto Since Nad New Deal So No Point

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