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.
Easy to understand easy to use and good…
Easy to understand easy to use and good returns on investment
7 januari 2026
Review zonder uitnodiging
Antwoord van 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 januari 2026
Review zonder uitnodiging
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van Transact Wrap
Thank you for taking the time to share your experience, it means a lot to us.
Unable to obtain security number
22 december 2025
Review zonder uitnodiging
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van Transact Wrap
We are pleased to hear that you are happy with our service! Thank you for taking the time to share your experience.
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van 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 november 2025
Review zonder uitnodiging
Antwoord van 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 november 2025
Review zonder uitnodiging
Antwoord van 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 november 2025
Review zonder uitnodiging
Antwoord van 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 november 2025
Review zonder uitnodiging
Antwoord van 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.
I am a client at Transact
I am a client at Transact. I have been waiting weeks for Transact to transfer funds to another Investment company, without success. I am told that it requires the Fund Managers approval.
In this electronic environment, why is this taking weeks and weeks for the Fund Manager to make it happen?.
13 november 2025
Review zonder uitnodiging
Antwoord van Transact Wrap
Thank you for your feedback, and for your response to our email. We will be back in touch as soon as we have completed our investigation into the points you have raised.
Just a really professional dependable…
Just a really professional dependable platform
12 november 2025
Review zonder uitnodiging
Antwoord van Transact Wrap
Thank you for your feedback. We genuinely appreciate you taking the time to share your experience of us.
The website is excellent
The website is excellent. The simple format provides all the information required quickly and easily, and in a clear format. Please don't change.
11 november 2025
Review zonder uitnodiging
Antwoord van Transact Wrap
Thank you for taking the time to share your feedback. Transact Online being clear and easy to use is really important to us, so this is great to hear.
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