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Your complete guide to using Zoom for video meetings

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In the last couple of months, social distancing has become the ‘new normal’. Even as the lockdown eases, we’re all going to be asked to try and stay more than a couple of metres away from each other, and to find innovative ways of doing business that do not pose a public health risk.

One method that we have employed with great success over recent weeks is the use of video conferencing.

You may have heard a lot about Zoom recently, and you may even have used it to chat with friends and family. This useful video calling app is easy to set up and use and offers a range of benefits when compared to other forms of remote meeting.

The 3 key benefits of using Zoom

In recent weeks, we have started to conduct many of our meetings using Zoom video software. With face-to-face meetings essentially impossible during lockdown, it’s been the perfect way to keep in touch with clients.

Looking forward it seems unlikely that we will be able to return to hosting regular face-to-face meetings any time soon. Even when lockdown measures are eased, social distancing is set to remain in place, making the logistics of meeting in person a real challenge.

So, in the coming weeks and months, we’re expecting to conduct many of our client meetings using Zoom. As well as helping us to continue to provide a high quality of service even when we can’t meet in person, Zoom has other benefits:

  1. It enables us (and you) to share the screen, making it easy to review documents and to discuss specific issues with the paperwork in front of us
  2. It ensures there are no health risks, as there is no possibility of sharing the virus (as there could be by us coming to your home, for example)
  3. It is secure. Meeting invitations are only shared with you, and the sign-in and password process means that we can ensure the security of our call, and your data.

Your complete Zoom user guide

All you need to use Zoom is a device with a camera, microphone, a screen, and speakers. This can be:

  • A smartphone
  • An iPad or other tablet
  • A laptop
  • A personal computer

It is safe and secure, only takes a moment to set up, and is really simple to use.

To help you get started with Zoom, we’ve produced a handy step-by-step user guide. This guide will:

  • Explain how to download the Zoom app
  • Show you how to start or join a Zoom meeting
  • Explain how to make sure your audio and video are working
  • Provide tips for getting the most from your Zoom meeting

Download and view the guide.

If you need any further help, or you’d like to arrange a Zoom call with us, please get in touch. Email enquiries@blackswanfp.co.uk or call 020 3828 8100.

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Client testimonials

I have always found Black Swan to be caring and understanding of my quirky lifestyle. I always feel they try to get me the best returns while respecting my current needs.

Sally Muir

A client since 2011

We would be very happy to recommend the support and service we receive.

Valerie Locks

A client since 2010

I have always been completely useless regarding finance - thankfully our financial adviser is not! I've retired with far more than I ever expected and investments continue to grow safely. So - thank you!

Bernadette Jane Warner

A client since 2000

Very happy with the professional service I have received and feel a lot happier now with my finances put in order.

Martin Field

A client since 2011

Julie Cooper was recommended to me by a work colleague. She has been very helpful, professional and has explained everything well. I would definitely recommend her services to anyone else who are interested in a financial review.

Steven Rooke

A client since 2018

…Service has been first class.

Hugh Fells

A client since 2012

My face to face meetings with Rob Young and Jessica Lyons have always been very open and understandable. My questions have been answered clearly and I have left feeling that my financial matters are in good hands.

Sandra Jack

A client since 2000

[A] safe pair of hands in a complex financial world.

Gary Middlehurst

A client since 2003

A reliable company with good communication skills and good knowledge of the financial markets.

Alan Evetts

A client since 2014

Maureen Pembridge is a long-time trusted advisor to our family. The market might fluctuate but her attention to detail is consistent.

Linda Burnard

A client since 2000

I am pleased to recommend Julie as a trustworthy financial advisor. She explains financial jargon in plain language, and always listens carefully to my particular financial needs and has helped me make the best of my savings.

Carolann Samuels

A client since 2010

I have always been satisfied with the way that Black Swan has handled my account. And I have always found the staff very helpful whenever I need to call the office.

Robert Anthony Matthews

A client since 2012

An excellent personal service from a person I know and trust.

Michael Dalton

A client since 2010

I am getting a very good services from Black Swan, they have got my investments sorted out which was in a bit of a mess.

Roy Jakens

A client since 2012

A good, efficient team providing clear ideas to shape a winning strategy.

Adrian Michael Levenstein

A client since 2011

Black Swan is a company to be trusted, with friendly staff and professional advisors.

David Brian Jennings

A client since 2017

I have been with Black Swan for many years. I have never wished to change anything. They give a good straight forward service.

Martin Barrett Brooks

A client since 2010

Andy Peters has been invaluable in firstly combining several pension pots and then giving excellent investment advice. It has given us a great deal of comfort to know that our financial affairs are in such good hands.

James Guillum Scott

A client since 2014

I find my financial advisor easy to talk to and feel that she understands my lifestyle. She is always available for help when I need her and explains in words that I can understand.

Margaret Ena Glasgow

A client since 2000

Andy is a first rate Director, excellent communicator and leader.

Ross Perry

A client since

Black Swan Financial Planning and Andrew in particular, are very clever at working out how risk averse we are, and coming up with solutions that we feel comfortable with. We are happy in the knowledge that we can continue to enjoy a comfortable retirement. Andrew Peters is a very, very friendly person who is great to chat to and easy to deal with. He explains things very clearly in layman’s terms, and if we still don’t understand, he explains it until we do!

Alan & Jane Dyer

Clients since 2012

We have always found Rob [Young] to be very approachable and knowledgeable. We have every confidence in the advice given and feel comfortable with the decisions we’ve made. There are certain opportunities that we wouldn’t have known about if Rob hadn’t brought them to light, which makes the advice good value for money as far as we’re concerned.

Peter & Pauline O’Halloran

Clients since 2013

Rob [Young] is extremely knowledgeable. I knew nothing about the different types of trusts which will not only secure my income in retirement, but also leave a legacy for my children. I’m glad that I sought his advice when I did.

Sarah Wilson

A client since 2015

I am extremely happy with the service afforded to me by the company and my adviser Julie Cooper.

Geoff Coxell

A client since 2010

My wife and myself have been dealing with Black Swan for a number of years. We have met with different representatives from the company over the years and have found all very helpful in their own way. We met with James [Anderson] a few years ago and found him very helpful and knowledgeable. He keeps in contact with us on a regular basis. We find the Company information very helpful and we feel very secure with our finances.

Andrew Kirchen

A client since 2015

I have always found my adviser to be easy to contact, very professional in his approach, yet friendly and understanding. I have a sense of an experienced company behind him, really on the ball financially and with good standards.

B McBean

A client since 2011

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