High-quality, personal support
We pride ourselves on the close working relationships and support we give to advisers and their clients. In this section you can find out who your Transact contacts are for your area and access resources including our technical hub and document library. You can also sign up for the latest events being held in your area.
If you are looking to sell your business or acquire another, then our succession service can help give you support and guidance on your next steps.
Discover more
Learn more about the personal services and support available to you.
Your contacts
Meet Transact’s UK-wide BDMs and ASMs, helping advisory firms grow with expert onboarding, training and ongoing business support.
Technical centre
Discover expert articles and insights from Transact’s Technical Centre, covering tax, pensions and key financial planning topics.
Events
Connect, learn and grow with Transact events, bringing advisers together for insights, networking and practical business strategies.
Document library
Easy access to documents for advisers available for use with the Transact Platform.
Succession
Transact Succession Service connects buyers and sellers of advisory businesses, making succession smooth, secure, and stress-free.