I had several questions about my pension as i am recently retired but my working knowledge of finance is not too great. However, i needn't have worried as Transact couldn't have been more helpful to m... Voir plus
L'entreprise a répondu
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Lisez les avis des autres
Long term user of Transact platform. Exceptional service, open communication and it’s very easy to navigate and use. Security is also very good.
They geared towards IFA, from a consumer standpoint I’d describe the offering as quite basic. There are a few key features missing such as portfolio X-ray and also a native android/iOS app, so a littl... Voir plus
L'entreprise a répondu
Transact's phones are always answered promptly which I must say is a refreshing change these days... Website very user friendly... Huge range of investment funds including many individual equities... Voir plus
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À propos de l'entreprise
Écrit par l'entreprise
Our award winning, market leading wrap service already has a loyal following from a large number of financial advisers and planners in the UK. We provide a wide range of financial planning tools and comprehensive reporting, alongside an extensive range of investments and tax efficient wrappers to make the management of portfolios as easy and efficient as possible.
Coordonnées de contact
4th floor, 2 Gresham St, EC2V 7QP, London, Royaume-Uni
- www.transact-online.co.uk
4,3
Excellent
199 avis
A répondu à 100 % de ses avis négatifs
Répond généralement dans un délai d'une semaine
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Long term user of Transact platform
Long term user of Transact platform. Exceptional service, open communication and it’s very easy to navigate and use. Security is also very good.
1 mai 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to leave a review. Providing a high quality service is our top priority, so this is great to hear.
Straight forward and information easy…
Straight forward and information easy availability
22 avril 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your feedback. We are really pleased to hear that you find Transact Online easy to use.
Great customer service
Got a HUMAN BEING after 3 rings on the phone. He could not have been more helpful. Everything was explained clearly with great patience.
2 avril 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to leave your kind review. Providing a top quality, personal service is a top priority of ours so this is great to hear. We are really pleased we were able to help.
Thank you Matthew Pasola
I had several questions about my pension as i am recently retired but my working knowledge of finance is not too great. However, i needn't have worried as Transact couldn't have been more helpful to me and bent over backwards to help answer my questions and put my mind at ease. I would particularly like to thank Matthew Pasola......he was massively helpful, friendly and very knowledgeable and i can't thank him enough!
20 mars 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your recent experience. Helping clients and providing a high-quality service is really important to us, so this is great to hear. We have passed your kind feedback on to Matthew.
I have been with Transact for a number…
I have been with Transact for a number of years and have always had excellent service from them and would thoroughly recommend them.
16 mars 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your experience. We are really pleased to hear that you are happy with the service being provided.
Geared towards IFAs
They geared towards IFA, from a consumer standpoint I’d describe the offering as quite basic. There are a few key features missing such as portfolio X-ray and also a native android/iOS app, so a little old school from a technology standpoint. From a consumer perspective it’s a bit clunky.
15 mars 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your feedback. We are continuously looking to develop our service and the functionality available to clients on Transact Online, so will bear your comments in mind.
A reliable and safe investment company
I have been investing my pension with Transact in association with Investment quorum(financial advisors) for over 10 years.
In all that time dealing with them they have been reliable,safe & secure & acting on all instructions when required.
They are contactable when necessary with helpful & knowleadgeable staff.
I am more than happy to recommend them.
13 mars 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your feedback. It’s great to hear your ongoing positive experience of our service and we are very grateful for your long-standing support.
Log on process easy and intuitive
Log on process easy and intuitive. Reports and data set out in easily accessible formats.
11 mars 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your feedback. Transact Online being easy to use is really important to us, so this is great to hear.
First time client user.
Yesterday was the first time I had needed to access transact and use their online tools. I found the process easy to navigate and use. As a novice I found filling in one of the forms arduous due to my lack of knowledge and understanding. One quick phone call was all it took for me to be guided through that part of the process. I was very impressed by the efficiency of the whole transaction and the help that I received
9 mars 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your experience. We’re really pleased we were able to help and will pass your feedback on to your Client Service team. If you have any further questions, either now or in the future, please don’t hesitate to get back in touch.
This company has a great client ethos…
This company has a great client ethos and strives to deliver a great client experience
3 mars 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your experience. Providing a high quality service is central to everything we do, so your feedback means a lot to us.
Easy to nivigate.
3 mars 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to leave a review. Transact Online being easy to use is really important to us, so this is great to hear.
Excellent company
Excellent company - have been a customer for over 20 years
23 février 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to leave a review and for your long-standing support. We are very grateful.
Very simple selling process
Very simple selling process, typical of Transact. I have been investing through Transact for over 15 years, and their service, both online and by phone is excellent. Their charges are constantly being reviewed, and usually downwards!!
19 février 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your kind review. We are grateful for your ongoing support and really pleased to hear your experience of the service we are providing.
Great first experience
Really impressed with Transact so far. Opening my new ISA was quick and hassle‑free, and the online access is very easy to use. Navigation feels intuitive, and everything I need is easy to find.
15 décembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your recent experience. We are really pleased to hear that you are happy with the service you have received so far and our online functionality.
Easiest platform to deal with !
Been dealing with transact since 2018 . Very professional platform everything so easy !!
5 février 2026
Avis spontané
Réponse de Transact Wrap
Thank you for your ongoing support! We are very grateful and look forward to continuing to provide excellent service to you for many more years.
Great purformance of portfilio
Great purformance of portfilio. Dan gives annual analysis of the funds and is always available on the end of the phone.
28 janvier 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to leave a review. It’s great to hear you are pleased with the performance of your portfolio.
My wife has a few minutes ago accessed…
My wife has a few minutes ago accessed her account(Penelope Dooley) I am now trying to access my account (Michael Dooley) but your system keeps reopening my wife`s. I am sick of your system and seriously considering withdrawing from it
27 janvier 2026
Avis spontané
Réponse de Transact Wrap
Thank you for your feedback. We are sorry to hear about the difficulty you have been experiencing and have tried contacting you regarding this. If you could please contact us on 020 7608 4900 we can help resolve this for you.
Réponse de Transact Wrap
Thank you for taking the share your feedback. We are really pleased to hear that you find Transact Online easy to use.
Open clear displays
26 janvier 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your feedback of Transact Online, we are really pleased to hear that you find it clear to use.
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