π Call Management CRM
Dashboard
All Companies
To Call Today
Callbacks
Edit Company
Company name
Contact name
Telephone number
Alt phone
Email address
Website
Postcode
Address
144 Nethergate, Dundee,, Tayside, Dd1 4Eb
Decision makers
Notes
28.05.14 β Ref 4 M Accs Philip Garland Philip, Who Belongs Forfar, Worked As A Research Chemist In London Before Obtaining An Accountancy Qualification At Heriot Watt University. He Commenced With The Firm As A Trainee In 1976 And Qualified In 1979 Having Gained The Sir William Mclintock Prize In The Professional Examinations. He Has Wide Experience In General Practice And Particularly Enjoys Work In Niche Areas Such As Solicitors, Charities, Pension Schemes, Family Trusts And Inheritance Tax Planning. He Has Experience In Internal Audit Reporting And Is A Qualified Investment Adviser. Philip Is Married With Three Young Children And When He'S Not Busy With His Family Enjoys Gardening, Bowls And Beekeeping. <Mailto:> Murray Dalgety Murray Commenced Training With Bird Simpson & Co In 1989, Qualifying As A C.A. In 1992 And Became A Partner In The Firm In 1999. Murray Has A Broad Portfolio Of Clients Covering All Areas Of General Practice But Also Specialises In Auditing In Particular For Charities And Housing Associations. Murray Is Also The Staff Partner, Responsible For Recruiting Staff And Trainees And Dealing With Staffing Matters. Outside Of Work Murray Is A Busy Father Of Two And Regularly Plays Five-A-Side Football. <Mailto:> Neil Young Neil Joined The Firm In 1994 As An Icas Trainee And Became A Partner In 2001. Neil Has A General Portfolio Of Clients Including Accounts Preparation, Audit And Taxation Clients. Within The Firm Neil Takes Responsibility For Reviewing Disclosure And Audit Requirements Within Limited Company Accounts. Outside Work, Neil Enjoys Running, Cycling And Swimming, Often Participating In Local Triathlons, Road Races And Cross-Country Events. A Keen Mountaineer, Neil Also Enjoys Travel, Reading And The Gym. <Mailto:> Alison Wilson Alison Graduated From Dundee University With A M.A.(Hons) In Accountancy And Psychology. She Joined Bird Simpson In 1988 And Qualified As A C. A. In 1991. Like The Other Partners, She Has A Wide-Ranging Portfolio Of Clients, Including Corporate Clients, Charitable Organisations, Partnerships And Individuals. Her Work Covers All Areas Of Taxation, Audit And Accountancy. Alison Is Married, And Her Two Girls Ensure That Part-Time Taxi Driver Can Be Added To Her C.V. <Mailto:> John Hope John Qualified As A Chartered Accountant In 1972 And Became A Partner In Bird Simpson In 1975, Retiring From Fulltime Work In 2013, John Remains As A Consultant With The Practice. He Has Wide Experience In General Practice Particularly In Auditing, Accounting And Taxation Matters. His Specialisms Include Owner-Managed Businesses, Professional Partnerships And Medical Practices. He Also Provides Specialist Advice For Farming Businesses And Agricultural Estates. John Is An Authorised Independent Financial Adviser And Is Particularly Interested In Advising On Investment And Financial Planning Matters. His Leisure Time Is Spent Engaged In Sporting Activities And Occasional Gardening. 28.05.14 β Try For 17/6 12.30.....Spoke With Philip But Not Him Saying Would Be Person Who Deals With All It Is Morag Thomson And They Own Everything...Suggesting To Email Her...Try And Call Her 11.06.14 β Spoke To Morag Who As Taking An Apt But Not Free On 17Th June Or Aug Date....Said Would Call Back When In Area 14.07.14 β See If Free On Tues 22/ July ....Morag Back Later In Afternoon .....Not Back Yet....Left Message For Morag To Call....Tried Again But Gone For Day β At Client 2Mro But Back At Some Point 15.07.14 β Try 9.30 Or 12 β Back At 4 But Leaves At 4.15 23.07.14 β Ans Mach 24.7.14 β Back Mon 28.07.14 β Left My Number For A Call Back.....Message Is Morag Just Back From Hol And To Give Her A Call Later In Week 31.07.14 β Back At 4 And Away Again At 4.15......Call Back 4.05....Now Not Free Try Her 2Mro 1.8.14 β Call Back Between 11 And 12....Still In Her Meeting Left Number For Call Back..... <Mailto:> Solutions...... <Mailto:> Spk With Morag Who Confirmed One Of The Partners Has Taken Upon Himself To Look At This With A Company Called Digital Solutions Who Are Based In Dundee β Also With Xerox And Due To See Them Been With Them Forever. Morag Has Asked For An Email To Be Sent To Her And Neil So She Can Come Back To Me....If Nothing Heard Try With Neil Direct 4.8.14 β 2 P.M......2 Main Copier Owned......7/8 Printers..... Ref β 4M Accs Had Spoken To Senior Partner Philip Garland Who Asked Me To Arrange With His Office Mgr. Spoken To Morag Who Confirmed Partner Neil Looking At Just Now And Has Digital Solutions From Dundee Coming In (Her Words She DidnβT Like Them, Arrogant Guy And If Her Choice Would Prefer To Look Elsewhere....Not Sure If Neil Feels The Same). Arranged Directly With Neil To See Him On 14/8 @ 2 (Has Meeting At 2.30) β 2 Owned Copiers And Further 7/8 Printers. 14.8.14 β Update From Gary Was Guy Was On Holiday β Back Monday ....Called Left My Number With Receptionist To Get Neil To Call Back To Rescheduled β Adv Gary Free Next Thurs In Morning 18.08.14 β See If Neil Is Free On 9 On Tues 26/8 .......Colleague Adv Message From Neil Is He Is Too Far Down The Line So Not Wanting To Arrange. β EβD Gary 03.03.16 β Try Again With Neil β Ref 4M Accs For Philip GarlandβΒ¦.Neil Said 12 Or 18 Months Into Contract And Some Printers But Although He Signs Off It Mgr Who Is Morag Also DealβΒ¦.Tried Morag βBack At 2 βGirl Sayng Not At Desk And Taken Number To Get Her To Call 04.03.16 β Morag Not Taking Call
Intelligence
Intelligence updated
Profit (Β£)
Archived
Save changes
Cancel