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
227 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
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
This company has a great client ethos…
This company has a great client ethos and strives to deliver a great client experience
March 3, 2026
Unprompted review
Reply from 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.
March 3, 2026
Unprompted review
Reply from 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
February 23, 2026
Unprompted review
Reply from 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!!
February 19, 2026
Unprompted review
Reply from 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.
December 15, 2025
Unprompted review
Reply from 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 !!
February 5, 2026
Unprompted review
Reply from 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.
January 28, 2026
Unprompted review
Reply from 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
January 27, 2026
Unprompted review
Reply from 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.
Reply from 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
January 26, 2026
Unprompted review
Reply from 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.
January 26, 2026
Unprompted review
Reply from 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
January 25, 2026
Unprompted review
Reply from 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.
January 23, 2026
Unprompted review
Reply from 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😊
January 23, 2026
Unprompted review
Reply from 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
January 19, 2026
Unprompted review
Reply from 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
January 16, 2026
Unprompted review
Reply from 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
January 11, 2026
Unprompted review
Reply from 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!
January 9, 2026
Unprompted review
Reply from 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
January 8, 2025
Unprompted review
Reply from 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
January 7, 2026
Unprompted review
Reply from 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.
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