Meeting With Our Clients Remotely - DGS Chartered Financial Planners

Meeting With Our Clients Remotely

At DGS we are able to offer video meetings for all our current and new clients, providing a safe and secure environment to conduct meetings when you are unable to meet up face to face. 

What will I need for a video meeting?

A suitable device that will support video conferencing, with a web cam and microphone, that is connected to the internet.

An area in your home that you can have a private conversation.

Arranging your video meeting

We offer video meetings by Microsoft Teams and your adviser will contact you to arrange a convenient time.  

You will be sent a confirmation email which details the date and time of your meeting. This will also include a link to the meeting together with a calendar invite which can be saved within your own calendar.  

Join the meeting at the agreed date and time by clicking on the link in the confirmation email or calendar entry.

We can also offer remote meetings by Zoom, Skype and Face Time.

For more information or to enquire about arranging a video meeting, please contact your adviser or alternatively you can speak to your local office who will be able to assist you – Contact us


For a free consultation to discuss your Meeting With Our Clients Remotely requirements together with any other financial needs

Contact Us today

"DGS have been incredibly supportive with regards to our businesses auto enrolmentrequirements and have been involved during the planning and execution stage. They provide a knowledgeable and personable service and work well with our HR team. I urge anyone with auto-enrolment  challenges to meet with DGS to ensure compliance and understanding."

Nina Marshall, Head of Human Resources, The Orchid Group, Hertfordshire

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