Video Meetings

Video Meetings

Posted on May 19, 2020 at 1pm

We are now able to offer meetings via video conferencing using Zoom, Microsoft Teams, Facetime, etc as an alternative to face to face or telephone meetings.  These can be held using a computer, mobile telephone or tablet.

This will enable you and your adviser to see and hear each other on the call. Our adviser will be able to share their screen so you can see the same information as you would at a face-to-face meeting. You will also be able to share your screen with them if there is anything you want them to see.

We understand that video conferencing might be new to you. If it is, we want to reassure you that there’s no need to be nervous. But, to help it go as smoothly as a face-to-face meeting we’ve created some guidelines to help you.

How to meet using Zoom:- 

  • 1. You will be provided with a link via an email from your adviser
  • 2. Please click it a few minutes before the scheduled start time
  • 3. If you have not used Zoom before it will prompt you to download Zoom
  • 4. If asked whether you want to open Zoom, click ‘Open Zoom’
  • 5. If asked about cookies, please click ‘Agree and proceed’
  • 6. Check that your speaker isn’t muted
  • 7. If asked, click ‘Test Computer Audio’ to confirm that both your speaker and mic are working
  • 8. Then wait for me to start the meeting
  • 9. You will then be asked whether you want to join the meeting with or without video; if you are happy, please click ‘Join with video’
  • 10. Then click ‘Join with computer audio’
  • 11. You should then be able to see and hear me.

Zoom – Troubleshooting

The main two problems we tend to find people have are with sound and video.

If you cannot see or hear us, please move your mouse to the bottom left of the Zoom window where you will see ‘Mute’ and ‘Stop Video’. If either of these has a red line through them, please click them to remove the line. This will turn on your mic/ camera.

If you are still having difficulties, you will see the ‘Chat’ function towards the middle of the Zoom window. You can use this to type messages to us.

How to meet using Microsoft Teams

If meeting using a laptop:

  1. You will have received an email from us containing a Microsoft Teams meeting link.  Click on the link Join Microsoft Teams Meeting.
  2. A web page will open where you’ll see two options: download the Windows app or join on the web instead. If you don’t already have the Microsoft Teams app, click on join on the web instead.  You may be prompted to give permission for Teams to use your mic and camera.  You’ll need to allow this so that you can be seen and heard.
  3. Enter your name and choose your audio and video settings.
  4. When you’re ready, hit Join now.
  5. This will bring you into the meeting lobby, where your adviser can admit you once they have joined the meeting too.

If meeting using a mobile phone or tablet, you will be prompted to download the app.

  1. Download the app in your app store.  You don’t need a Microsoft account or licence to download the app or join meetings.
  2. Open the app and give permission for it to use your microphone and camera if prompted.
  3. You’ll then be given the option to Join as a guest or Sign in and join. Choose Join as a guest.
  4. Type your name then select Join Meeting.  Once you’re in the meeting, you can turn your video or mic on or off by tapping on the centre of your screen to show the meeting controls. Tap again to hide them.

Teams – Troubleshooting

If your adviser doesn’t admit you to the meeting within 15 minutes, you will be removed from the lobby.  If this happens, you can try joining again.

Some features of Teams aren’t available to guests.

You can also join Teams Meetings using your calendar if you were sent a meeting invite and saved it to your calendar – just click on the link in your calendar diary and follow the above steps depending on which device you are using.

Other ways to meet remotely

You could also meet with your adviser using FaceTime if you have an apple telephone or tablet (and have the feature enabled in your settings), or by WhatsApp.  

If you would like a video meeting with your adviser or have any questions or queries about a scheduled meeting and how to use the video conferencing method agreed, please contact us.

Stay in touch

If you would like to keep up to date with current industry trends or receive details of our product developments, seminars, events and newsletters, just fill in your details below.

News Feed

How potential Capital Gains Tax changes could affect your clients

In the past few months, the Treasury has been under increased strain to mitigate the impact of the coronavirus...

How to protect your business against the death of an owner

A question we often ask our business owner clients is: what would happen to your business if one of the owners...

The 10 best grown-up advent calendars this Christmas

For many people, Christmas truly begins when they open the first door of their advent calendar. With December...

3 things you should do to make yourself less vulnerable to financial shocks

The economic crisis caused by the pandemic and the subsequent lockdowns has had a significant effect on millio...

Why you shouldn’t let the pandemic affect your pension contributions

The economic crisis caused by the coronavirus and the subsequent lockdowns has had a significant effect on man...

Your 2020 Spending Review summary

Chancellor Rishi Sunak has unveiled the government’s spending plans for the coming year in his Spending Review...

How your clients can use Business Property Relief to cut their tax bill

If your clients are business owners, Business Property Relief can be a valuable Inheritance Tax relief. Assets...

5 ways that the UK has changed during lockdown

The lockdown due to the coronavirus pandemic has caused our lives to change in many ways, from being unable to...

5 scary financial mistakes to avoid this Halloween

From carving pumpkins to trick-or-treating, Halloween can be a fun experience for all members of the family an...

3 types of business protection all business owners should consider

Your business is something you take great pride in. It’s not just your livelihood, it may also reflect your ac...

Market & Portfolio Update – Quarter to 30/09/2020

MARKET AND PORTFOLIO UPDATE Written by Square Mile Investment Services. This is likely to have been the de...

Managed Portfolio Service Monthly Newsletter

September 2020 Update Provided by Quilter Cheviot August’s feel-good factor, epitomised for many by an escape...

Revealed: The value of financial advice

Financial advice can add real value to your life. Our guide looks at the ways financial advice can help you...

How the Pensions Lifetime Allowance works and what it means for your clients

Any client who makes substantial contributions to their pension, or has held their pension for many years, cou...

10 books with the best plot twists

The events of 2020 so far have been one unexpected turn after the other, as if we’ve collectively stumbled int...