Contact Us


Your financial adviser is the first port of call for any questions you may have, but we are also happy to help

For general enquiries, you can contact us using the form on the right.

Please note, the form is not suitable for enquiries about specific client portfolios or password queries.

For specific client portfolio queries, please contact your Client Services Team on:
  020 7608 4900

For password related queries, please contact:
  020 7608 5350

Lines open: Monday to Friday, 8am to 6pm (excluding bank holidays). Calls may be recorded.

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We recognise that sometimes things go wrong, however we positively welcome feedback. For full details of our complaint management procedure, please refer to the Transact Complaint Management Procedure.

For information on how we use and store personal information, please refer to our ‘Contact Us’ Privacy Notice.