Transact – Awarded Best of British
Empowering advisers & clients to achieve financial freedom
We are proud to be featured in Business Reporter’s Best of British Business campaign, in partnership with The Independent. This initiative highlights leading British companies and business leaders committed to driving growth within the UK economy.
The qualities that have helped us earn recognition include:
- our proven track record of delivering results,
- our commitment to personal service,
- and our market-leading software.
Client perspective
Confidence, Clarity, and Outcomes– client insights on financial planning and platform benefits
Duration: 06.33
Adviser perspective
Making Financial Planning Easier – the role of advice in wealth management
Duration: 05:31
Meeting evolving client expectations
Financial planning is about people, lives, and futures.
Today, individuals seek services to help them achieve financial security and life goals—whether that’s buying a home, starting a family, planning for retirement, or managing intergenerational wealth.
By combining financial advice from your adviser, our personal service and innovative technology, we empower clients to take control of their financial journey while ensuring compliance and clarity every step of the way.
Award-winning platform for every client need
Transact acts as tax wrapper provider, asset custodian, and trading facilitator, delivering a complete investment service.
- Wrappers: ISAs, JISAs, Lifetime ISAs, pensions, and bonds.
- Support for individuals, families, trusts, and corporate clients.
- Proven track record, personal service, market‑leading software.
Clients can hold assets across the full range of trusts—giving advisers and their clients flexibility and control.
Our platform is built on proprietary software and has over two decades of API integration experience supporting a thriving adviser ecosystem.
Technology and service that put people first
- Personal service: Dedicated client and regional teams, plus fast accurate support.
- Open platform: Built on proprietary software with API integrations.
- Client features: Family linking to access discounted tiered charging, and secure online access.
Advisers benefit from advanced tools like LiveChat and co-browsing.
Clients enjoy online access, dedicated team support, and features that make wealth management more accessible and cost-effective.
Why advice matters more than ever
- Longer lifespans, frozen tax thresholds, and fewer guaranteed pensions increase complexity.
- Constant changes to pension rules and potential IHT implications demand professional guidance.
- Transact simplifies planning—helping advisers deliver the confidence clients need.
Ready to take control of your financial future?
If you are a client, speak to your financial adviser today and discover how Transact can help you achieve your goals.
If you are an adviser, join thousands of professionals who trust Transact to deliver exceptional client outcomes.
DISCLAIMER: This marketing communication is for general information purposes only and does not constitute financial, investment, legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. The value of investments can go down as well as up and charges and market performance affect outcomes. Tax treatment depends on individual client circumstances and may change. For further details please speak to your financial adviser.