Client Services Team: 0207 0638 425
Use for client specific queries
For specialist support, speak to:
- Matt Elworthy – Regional Operations Manager
- Joanna Reeves – Technical Specialist
- Emily Shaw – Transfers Specialist
- Kieran Ireton – Legal & Compliance Specialist
Online Support Team: 0207 6084 900
Instant co-browse support
Technical Support: 0207 6084 900
Trusts, Bonds, virtual and in person support
Offshore Bond – IoM: 0207 6084 900
Trusts, Bonds, virtual and in person support
In Person Adviser Support
Business Development Managers (BDMs)
Contact our BDMs for help with how our platform and services can support your business.
Find your regional BDM here
Adviser Support Mangers (ASMs)
Contact your ASM for support and training on how to use the platform and optimise the integration with your business.
Find your regional ASM here
Ascot Lloyd Head Office Support
If you are calling from Ascot Lloyd’s head office regarding the overarching relationship with Transact, please contact:
Tom Ibbotson
Business Development Manger
Tel: 0790 8741 399
Email: tibbotson@integrafin.co.uk
Interested in Attending a Transact Event?