Using Zoom For Client Meetings

Here’s a handy guide to using Zoom when face-to-face meetings are not possible.

  1. Get the Zoom app
    If you are on an iPhone, iPad or Android device, head to your app store and download & install “Zoom cloud meetings”
    Apple users can click here, Android here.If you are on a laptop you can skip to the next step.
  2. Click the meeting invite we will send you
    You’ll see a link beginning “https://zoom.us…”, click on this and follow any on screen instructions you are given.
  3. Check you can hear & be heard
    You’ll be may be prompted to allow Zoom to access your audio settings, please allow and then check you can hear and be heard.
  4. Stuck or need more help?
    If you have any technical issues you need help with simply give us a call on 01993 772467.
    You can also find a very handy video guide below.
Dominic

About the Author

Dom is a qualified and experienced Chartered Financial Planner (CII) and Chartered Wealth Manager CFP (CISI) and a Registered Life Planner (Kinder Institute) with over 30 years experience. His work primarily focuses on retirement income planning, helping clients to maintain financial dignity and independence in retirement. Read more from Dominic...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
This is my first venture into any kind of personal finance. Your candour and patience with me are very much appreciated. A.S. (London)

Expert Opinion…

5 staycation destinations for an early break in 2021

Jonathan, December 11th, 2020

With the four nations split in their response to the coronavirus pandemic, different tier systems, lockdowns, and local restrictions could apply across the UK at the start of the new year. But with vaccine rollouts starting and the potential for more areas to come out of the higher tiers as the overall […]

Read More
Your guide to the art of perfect sleep

Dominic, December 11th, 2020

Sleep plays an important role in our physical and mental health. A good night’s rest can heal and repair our bodies and consolidate memories. Prolonged bad sleep, on the other hand, is linked to high blood pressure and problems such as anxiety and depression. A good night’s sleep is crucial but not […]

Read More
5 tips for a better work-life balance as a business owner

Dominic, December 11th, 2020

Striking a positive work-life balance as a business owner has been difficult this year, but it is vital for physical and mental health. Here are five tips to help.

Read More
T: 01993 772467      E: advice@expertwealth.co.uk

Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN


Your Protection: In the unlikely event of your ever having a complaint which we have not been able to resolve amicably, you have recourse to the Financial Ombudsman Service (FOS). This is an independent body which will investigate complaints at no cost to you.  The FOS website is www.financial-ombudsman.org.uk.

Join The Expert Wealth Family As A Paraplanner >