Transact Wrap Bewertungen 

Along with my IFA, HJ Scott & Co of Bolton, Transact has made retirement so much easier with the investment choices and quality of information on their platform

Transferred all of my pensions to Transact to hold them all in one place. One of the other providers was making it very difficult and putting obstacles in the way but Transact was on their case regularly to make sure the transfer happened.

Clear concise and easy to navigate and understand

Always delivering on service and flexibility. As a retired industry professional, I remain with Transact, because they are the best.

Accessible solution online 24x7. I get regular updates on how investments are performing. Very happy with the solution

Clear. Easy to navigate. Good comms between my financial adviser and them and myself. In this day and age a real bonus.

Poor mobile app with very basic features. Transact have not realised that most people use their phones for almost every task & service rather than a desktop app. Transact is very expensive vs other platforms.

I’ve had a very positive experience with Transact. The platform is reliable, user-friendly, and offers the depth needed to support more complex requirements without becoming difficult to navigate.
What really stands out is the quality of their support. The team are responsive, knowledgeable, and always willing to go the extra mile to help. It’s clear they genuinely care about delivering a great service.
Regular updates and improvements show a strong commitment to evolving the platform and adding real value.
Overall, a dependable solution backed by a professional and client-focused team. Highly recommended.

Great service, with personal touch

Excellent investment platform. The site is very easy to us to manage and analyse investments. Transactions are easy to execute as well.

Good portfolio performance, with easy to use and very informative website.

Ease of use, transparency and attention to detail

With Transact for over ten years, I have had no grounds for a complaint. Whatever is required is carried out with minimum fuss- the return on investment is steady and rewarding, outstripping other traditional investment platforms. Managed through the good offices of Stephen Evans, for oldies like me, this is a comfortablce and aggreeable passage.

Fantastic place to manage your investment portfolio.

Basic service including trading is fine, range of investments ok and phone support is good too.

My main problem is that dividends and corporate actions take up to 10 days to be credited. Compared to other brokers I use this is quite poor.

Transact have been absolutely fantastic. Never patronising, always extremely helpful and informative. Everyone I've ever dealt with has been brilliant. Thanks to Molly and all her colleagues for being so lovely.

Grace is a beautiful, linguistically, communicator and understands well the issues and concerns.

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 take to transfer me funds. Even when cash is available. This month I actioned a simple "transfer cash and transfer me 25% instruction", they completely messed it up, partially sold down over 100 assets and made my entire porfolio unmanageable, over a month ago i made them aware of this and it still is not rectified. They make the rules up to suit themselves.

Easy to use and wide variety of shares on offer. I particularly like the detailed information that it available for the various shares.
The downside when managing your own portfolio is that I cannot open an account for my children.