Investments via Transact

For the majority of our investment and pensions work we use a ‘platform’. A platform is an administrative hub that allows for the efficient servicing of your assets and investments such as pensions, ISAs, investment bonds, unit trusts and OEICs under one umbrella by us as your independent financial advisers. All the information you and we need is in one place.

Existing clients who use our platform service can view their assets by clicking here.

A demonstration of how our platform works can be seen by clicking here and following the links and instructions for the ‘on line demonstration’.