I have used Transact for over ten years, and they have reasonable charges and an excellent range of funds.
L'entreprise a répondu
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Lisez les avis des autres
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
L'entreprise a répondu
How these guys get a 4 score is beyond me. Im drawing down on my pension, the process takes over 3 weeks (fron instruction to cash), with no clear guidance and complete reluctance on how long it will... Voir plus
L'entreprise a répondu
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
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
231 avis
Aucun historique récent de demande d’avis
Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.
A répondu à 100 % de ses avis négatifs
Répond généralement dans un délai de 2 semaines
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Really easy to use
11 janvier 2026
Avis spontané
Réponse de Transact Wrap
Thank you for sharing your experience. One of our top priorities is creating a Platform that is easy to use, so this is really great to hear.
I sent an email to you yesterday…
I sent an email to you yesterday afternoon, but have not yet had a reply!
9 janvier 2026
Avis spontané
Réponse de Transact Wrap
Thank you for your feedback. If you could please contact us on 020 7608 4900 we can look into this further for you.
The interface is comfortingly simple
The interface is comfortingly simple, secure and very intuitive to navigate
8 janvier 2025
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your experience of Transact Online. It’s really important to us that our website is secure and easy to use, so this is great to hear.
Easy to understand easy to use and good…
Easy to understand easy to use and good returns on investment
7 janvier 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your feedback. We are really pleased that you find our platform clear and easy to use.
I've been using transact for 3 years
I've been using transact for 3 years, the team have been first class in every aspect, communication on a weekly basis is very detailed, the confidence it's given me in my decision to retire was very much appreciated. James Faley has been a huge help in me plotting my future he's a credit to the team.
5 janvier 2026
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your feedback. We are pleased to hear you are happy with the service received from both Transact and your Financial Adviser.
Confidence and and the availability of…
Confidence and and the availability of information for circa 10 years
23 décembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your experience, it means a lot to us.
Unable to obtain security number
22 décembre 2025
Avis spontané
Réponse de Transact Wrap
We are sorry you have been having trouble logging into Transact Online. Please contact us on 020 7608 4900 so we can resolve this for you.
Very easy to move money
Very easy to move money between different products to make the most of my lifetime ISA allowance
19 décembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your feedback, this is great to hear. It is really important to us that Transact Online is easy to use.
Good presentation of detail.
Well presented and comprehensive information made readily available.I particularly like the report function which enables detailed historical valuations and performance data.
18 décembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your feedback. It is really important to us that Transact Online is useful and easy to use, so this is great to hear.
Excellent platform and customer service
Excellent platform and very easy to use.
I recently had dealings with Kirsty Siobhan Burke and her Client Operations team and they we very knowledgeable, efficient, professional, and courteous. They were always a pleasure to deal with
17 décembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for sharing your experience. We are so pleased you are happy with the service provided and have passed on your feedback to Kirsty and the team.
Consistent performance and easy to use…
Consistent performance and easy to use website. Would recommend.
13 décembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to leave your feedback. It’s really important to us that our website is easy to use, so this is great to hear.
Clear and efficient
7 décembre 2025
Avis spontané
Réponse de Transact Wrap
We are pleased to hear that you are happy with our service! Thank you for taking the time to share your experience.
Réponse de Transact Wrap
Thank you for taking the time to leave your kind review, it means a lot to us.
I have only had great service and…
I have only had great service and success on my pension Wrap
Thank you
Transact
4 décembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to pass on your feedback. We’re really pleased to hear that you are happy with the service we are providing and hope this continues.
It just works
It just works. When I want to see mine and my wife’s pension login, family view job done.
1 décembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to leave a review. We are really pleased to hear that you find the online ‘family view’ functionality useful.
Easy to use mobile option and great…
Easy to use mobile option and great performance
1 décembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for sharing your experience of our mobile site. We’re so pleased to hear that you are happy with how it performs.
Very Useful Platform
I have had access to Transact for the last 7 or 8 years and I find it an excellent platform to view investments.
It is easy to understand and gives plenty of detail if you need it.
27 novembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for taking the time to share your feedback. It is really important to us that Transact Online is easy to use, so this is great to hear.
Fine companyAwards & finance safety for me into pension age.
Fine company, honours received, 14.5 years nearly with Transact, been saying great things about your gongs,yes i like gongs.
25 novembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for your kind review. We are very grateful and hope to continue to provide excellent service.
Over 12 weeks to draw down funds from…
Over 12 weeks to draw down funds from Trust. Inexcusably slow in this digital world. Would you buy from eBay with a seller satisfaction rating of 71%.Probably not.
19 novembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for sharing your feedback with us. We truly regret the experience you've had. We have looked into your concerns and have been trying to reach you. Please do call us on 020 7063 8395 so we can discuss your feedback with you.
Long term Transact user
I'm an adviser, and I've worked with Transact for over a decade.
They aren't perfect, and they can be a bit stodgy at times, and they aren't quite as responsive as they were when they were tiny almost 15 years ago. But they're relentlessly honest, don't make many mistakes, always admit when they have and fix them. Their capability has steadily improved over that time.
We regularly review our platforms, and insurance or investment companies, and there isn't really a better overall combination for us and our clients. There are some damn good platofrms out there (and some shockers) but Transact does the job better than most of them all the time, and all of them quite a bit of the time.
14 novembre 2025
Avis spontané
Réponse de Transact Wrap
Thank you for your kind words. Providing a first-class service to advisers and their clients is our top priority, so your feedback means a lot. We look forward to continuing to work with you.
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