Transact
Transact is a financial services company based in London, England. They specialize in providing expert advice and guidance to clients in areas such as financial planning, investment banking, and stock brokering. Their team of experienced financial consultants and brokers work closely with clients to develop personalized strategies to help them achieve their financial goals. Transact is committed to providing top-notch investment services and is dedicated to helping clients navigate the complex world of finance.
Introduction to Transact
Transact is a financial services company based in London, England. The company was founded with the purpose of providing expert financial advice to individuals and businesses alike. Transact specializes in financial consulting, planning, and brokerage services, and has quickly become a go-to resource for those seeking investment advice. What sets Transact apart from other financial services companies is their commitment to personalized service and expert guidance.Services & products
Transact offers a wide range of financial services, including financial consulting, financial planning, and finance brokerage services. They also offer investment services and stock brokerage services for those looking to invest in the stock market. Transact's team of financial planners and consultants are experts in the field, with years of experience helping clients make informed financial decisions. They work closely with clients to understand their unique financial situation and develop a customized plan that meets their specific needs.Location
Transact is located in London's financial district, just a short walk from the Bank of England. The area is home to many other financial services companies, as well as a variety of restaurants, cafes, and shops. The nearest public transportation options are Bank station (0.2 miles), Cannon Street station (0.3 miles), and Monument station (0.3 miles).Benefits
Customers should choose Transact because of their commitment to personalized service and expert guidance. Transact's team of financial planners and consultants are experts in the field, with years of experience helping clients make informed financial decisions. They work closely with clients to understand their unique financial situation and develop a customized plan that meets their specific needs. Transact also offers a wide range of financial services, making it a one-stop-shop for all of your financial needs.Good to know
Customers should be aware that Transact is a fee-based financial services company. This means that they charge a fee for their services rather than earning commissions on products they sell. This fee-based structure ensures that Transact's team of financial planners and consultants are focused solely on providing expert advice and guidance.Reviews
Customers have consistently praised Transact's team of financial planners and consultants for their expertise and personalized service. Many customers have reported that Transact's guidance has helped them make informed financial decisions and achieve their financial goals. Overall, customers have found Transact to be a trustworthy and reliable resource for all of their financial needs.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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online trading
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portfolio management
FAQ
What types of financial planning services do you offer?
We offer a range of financial planning services, including investment services, stockbroking, finance brokerage, and investment banking.What experience do your financial consultants have?
Our financial consultants have years of experience in the finance industry, and many hold professional qualifications in finance and investment.What is your fee structure for investment services?
Our fee structure for investment services varies depending on the type of service you require. We offer competitive fees and aim to provide transparent pricing to all our clients.Can you provide examples of past performance for your investment portfolios?
Yes, we can provide examples of past performance for our investment portfolios. Please contact us to discuss your specific requirements and to receive more information.What professional qualifications do your financial planners have?
Our financial planners hold a range of professional qualifications in finance, investment, and related fields. We ensure that all our staff are highly qualified and up-to-date with the latest industry developments.Reviews
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jsp 66
Extremely poor customer service. Refusal to reply to requests to transfer funds out of Transact. No excuse whatsoever to ignore customer requests! Very poor
27-04-2023
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Daniel Loran
27-01-2023
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JB
They've lost it completely having been the best for an awful long time, painfully incompetent, time to move elsewhere after a year of being spun the same yarn!
27-09-2022
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Craig Richards
3 months since the death of my Father, and my Mother still hasn't had the pension transferred over to her. Each time she speaks to Dawn from Transact (that's if she actually gets to speak to her), she's told "won't be long, we'll be in touch" or "Dawn is in a meeting, she'll call ASAP", but never does get in touch. I'm rather concerned that my Mother still doesn't know what is happening to over £100k, and of course in the mean time, isn't receiving any payments!!!! My Mother is 73, and I feel like she's being led down the garden path, all while she's really stressing about the situation.
27-09-2022
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Charles Goulding
27-09-2022
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paul rawson
27-08-2022
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Temitayo Idowu
27-07-2022
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Hafeez Ullah
Excellant
27-05-2022
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Andrew Winter
27-05-2022
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Carol Dyson
27-05-2022
