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 bei... See more
Company replied
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
For context, I am an 18-year-old who had inhereted some money that was saved and had very little idea how to deal with it on my own. I have found that customer service is very patient and great at exp... See more
Company replied
My late Father had an account with Transact, created through his IFA. Whilst the value of the IFA was doubtful, Transact was a very effective platform. Critically for any technology powered business t... See more
Company replied
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... See more
Company replied
Company details
Written by the company
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.
Contact info
4th floor, 2 Gresham St, EC2V 7QP, London, United Kingdom
- www.transact-online.co.uk
4.3
Excellent
228 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Replied to 100% of negative reviews
Typically replies within 2 weeks
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Great platform, competitively priced
Excellent investment platform. The site is very easy to us to manage and analyse investments. Transactions are easy to execute as well.
June 9, 2026
Unprompted review
Reply from 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.
Good performance,
Good portfolio performance, with easy to use and very informative website.
June 4, 2026
Unprompted review
Reply from Transact Wrap
Thank you for taking the time to leave a review. We are really pleased you are happy with the service provided by our Platform.
Reply from 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.
No, no regrets, as Piaf sang, maybe she was with Transact too.
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.
June 3, 2026
Unprompted review
Reply from Transact Wrap
Thank you for taking the time to share your feedback and for your continued support. We are also pleased to hear your financial adviser is providing a great service.
Fantastic place to manage your…
Fantastic place to manage your investment portfolio.
May 28, 2026
Unprompted review
Reply from Transact Wrap
Thank you for taking the time to share your review. We are really pleased you are happy with the service provided by our Platform.
Always up to speed with events.
May 27, 2026
Unprompted review
Reply from Transact Wrap
Thank you for taking the time to leave a review, we are pleased you are happy with our service.
Dividends take too long to credit
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.
May 26, 2026
Unprompted review
Reply from Transact Wrap
Thank you for taking the time to leave a review. We are pleased you are happy with some areas of our service but were sorry to hear that you are disappointed with the speed of dividend payments.
We work hard to reconcile dividend payments as quickly as possible but we are sorry this has not been your experience. We take this on board, as we are always looking to improve our internal processes. By way of reassurance, we always apply dividends to your portfolio for the date they were received so you will receive interest for the whole period.
Transact are absolutely fantastic …
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.
May 22, 2026
Unprompted review
Reply from Transact Wrap
Thank you for taking the time to leave a review. We have passed your feedback onto Molly and the team. Providing a high quality service is our top priority, so this is great to hear.
Grace is a beautiful
Grace is a beautiful, linguistically, communicator and understands well the issues and concerns.
May 20, 2026
Unprompted review
Reply from Transact Wrap
Thank you for leaving us a review. We have passed your feedback directly onto both Grace. It is fantastic to hear you have received such a great service from our team.
Reluctance to give timescales, innacuracies in actions and lack of attenting to simple insttuctions
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.
April 6, 2026
Unprompted review
Reply from Transact Wrap
Thank you for sharing your feedback. We are very sorry to hear your recent experience and would like the opportunity to discuss this with you, if you could please get in touch with us on 0207 608 4900.
Easy to use platform with lots of info.
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.
May 6, 2026
Unprompted review
Reply from Transact Wrap
Thank you for taking the time to leave a review. We are really pleased to hear your feedback regarding the selection of investments we offer and the information available on Transact Online. I am sorry you are disappointed you cannot open portfolios for your children without a Financial Adviser. Whilst we are happy to continue to service portfolios for clients who once had a Financial Adviser, I am afraid we don’t offer this for new clients.
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.
May 1, 2026
Unprompted review
Reply from Transact Wrap
Thank you for taking the time to share your feedback and for your continued support. Providing a high quality, secure, service is really important to us, so we are really pleased to hear this is your experience.
Good quick and trustworthy service
Good quick and trustworthy service
April 23, 2026
Unprompted review
Reply from 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
April 22, 2026
Unprompted review
Reply from 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.
April 2, 2026
Unprompted review
Reply from 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!
March 20, 2026
Unprompted review
Reply from 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.
March 16, 2026
Unprompted review
Reply from 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.
March 15, 2026
Unprompted review
Reply from 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.
March 13, 2026
Unprompted review
Reply from 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.
March 11, 2026
Unprompted review
Reply from 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.
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