Joining Your Video Appointment
To ensure a smooth start to your meeting, please watch the short video below.
Video Appointments Made Simple
Video calls allow us to assist more clients across England and Wales, no matter where they are located. While it may seem daunting if you’re not used to it, most clients experience no issues, and our video appointments have been extremely popular.
What devices can I use?
You can use any device with a camera and microphone, such as a laptop, tablet, or smartphone.
For the best experience, we recommend using a laptop or tablet. However, you can also join from a smartphone, and no downloads are necessary, regardless of the device you use.
Still need help?
If you have any difficulties, please contact us at 0800 788 0500 or email, and we’ll be happy to assist.
Common Questions
Most video calls run smoothly, thanks to our carefully chosen, easy-to-use software. It’s designed for simplicity, so you don’t need to worry about complicated setups. If you do run into any issues, the questions and answers below should help.
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Do I need to install any software?
- No, you don’t need to install anything. Simply click the link in your email or text message to join.
How do I check my camera and microphone?
- Make sure your device’s camera and microphone are turned on.
- If you see a pop-up asking for permission to use your camera and microphone, click “Allow.”
- If you’re using a desktop or laptop, check your settings to ensure the correct camera and microphone are selected.
What if I can’t hear or see anything?
- Ensure your volume is turned up and your microphone is not muted.
- If there are connection issues, closing and reopening the link or refreshing the page often helps.
Can I have someone join the meeting with me?
- A family member can help set up the video call; however, to protect you and your family, only you or your spouse/partner should be present during the appointment. This measure helps eliminate any risk of undue influence, which could jeopardise any future work we do for you. We want to ensure that everything is legally secure and in your best interests.
What if I lose connection during the meeting?
- If you get disconnected, simply click the link in your email again to rejoin.
- If you continue to have issues, don’t worry – your advisor will call you to see how they can help.
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