Transact is EXCELLENT as all investments within my portfolio can be seen in one place and quarterly reports are easy to comprehend. Everything is totally transparent and they are easy to talk to if ne... Toon meer
Bedrijf heeft geantwoord
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Lees wat reviewers zeggen
Easy platform: The online system is clear and simple to use. Great support: Customer service staff are always helpful and polite on the phone. Fast process: Buying and managing investments works... Toon meer
Bedrijf heeft geantwoord
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... Toon meer
Bedrijf heeft geantwoord
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... Toon meer
Bedrijf heeft geantwoord
Bedrijfsgegevens
Geschreven door het bedrijf
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.
Contactgegevens
4th floor, 2 Gresham St, EC2V 7QP, London, Verenigd Koninkrijk
- www.transact-online.co.uk
4,3
Uitstekend
228 reviews
Geen recente geschiedenis van het vragen naar reviews
Dit bedrijf heeft hun klanten niet recentelijk uitgenodigd, dus reviews zijn mogelijk niet representatief
Heeft 92% van zijn negatieve reviews beantwoord
Reageert doorgaans binnen 2 weken
Zo gebruikt dit bedrijf Trustpilot
Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.
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 maart 2026
Review zonder uitnodiging
Antwoord van 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 maart 2026
Review zonder uitnodiging
Antwoord van 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 maart 2026
Review zonder uitnodiging
Antwoord van 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 februari 2026
Review zonder uitnodiging
Antwoord van 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 februari 2026
Review zonder uitnodiging
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van 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 februari 2026
Review zonder uitnodiging
Antwoord van 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 januari 2026
Review zonder uitnodiging
Antwoord van 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 januari 2026
Review zonder uitnodiging
Antwoord van 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.
Antwoord van 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 januari 2026
Review zonder uitnodiging
Antwoord van 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.
My experience with Matthew Pasola
Please note that Matthew Pasola was extremely helpful and patient in explaining all my questions.
26 januari 2026
Review zonder uitnodiging
Antwoord van Transact Wrap
Thank you for taking the time to share your experience of our service. We have passed your kind feedback on to Matthew.
DONT
The interest rate is extremely poor my Tesco’s account pays more
25 januari 2026
Review zonder uitnodiging
Antwoord van Transact Wrap
Thank you for your review. We appreciate you taking the time to speak to us on the phone and hope that our conversation helped to explain our approach with regards to interest, as well as costs and charges.
Excellent service and website is super…
Excellent service and website is super fast and to the point.
Rates are great, always being lowered and very transparent.
23 januari 2026
Review zonder uitnodiging
Antwoord van Transact Wrap
Thank you for taking the time to share your experience. It is really important to us that our charging structure is clear and transparent, and we're pleased you find Transact Online easy to navigate.
Trustworthy without drama.
What great company transact is whenever I ask for anything to be resolved it’s done without any fuss always on time really pleased with the service they provided😊
23 januari 2026
Review zonder uitnodiging
Antwoord van Transact Wrap
Thank you for your kind review. Providing a quality service is our top priority, so this is really great to hear.
Very easy to use
19 januari 2026
Review zonder uitnodiging
Antwoord van Transact Wrap
Thank you for your feedback. It is really important to us that Transact Online is easy to use, so this is great to hear.
Transact is a Great Investment Platform
We have invested through our Financial Adviser in this TRANSACT INVESTMENT,
It is a great company where our investment is growing, and we can view our investment through the online portal, any quries we go through our FINANCIAL ADVISER
16 januari 2026
Review zonder uitnodiging
Antwoord van Transact Wrap
Thank you for taking the time to share your feedback. We are really pleased to hear your positive experience of our Platform.
Really easy to use
11 januari 2026
Review zonder uitnodiging
Antwoord van 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 januari 2026
Review zonder uitnodiging
Antwoord van 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 januari 2025
Review zonder uitnodiging
Antwoord van 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.
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