Phil Leighton

Head of Application Support at Transact

Phil Leighton's Professional Contact Details

Email (Verified)

****

Get Email Address

+44 20 7608 4900

Location

London, England, United Kingdom

Company

Transact

Person Seniority

head

Person Functions

support

Phil Leighton's Current Company Details

Transact

London, England, United Kingdom • 222 Employees

finance

Transact is the leading independent investment wrap platform in the UK. First established in 2000 we now have Â£29.7 billion of funds under direction in over 154,000 client investment portfolios (as at 31st December 2017). Our service includes an online platform, owned and built by us, and dedicated regional adviser support to bring assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for the last six consecutive years (2012-2017), achieving the highest ratings for satisfaction, functionality, service, product & investment range, reporting capability, adviser remuneration and support. In 2016 we were voted Platform of the Decade at the UK Platform Awards. In 2017 we won eight awards, including FT Adviser's 5 Star Investment and Investment Innovation awards, Money Marketing's Best Platform award, Professional Adviser's Best Platform for Advisers award (AUA above Â£15bn) and MoneyFacts Best Wrap/Platform award. We are open minded and work hard to provide financial advisers and investors with real value for money and leading customer service. To achieve this, we look for hard working and enthusiastic individuals to help us maintain our position as a market leader in the wrap platform sector. We encourage a collaborative culture; using your initiative and imagination to help us to continually improve. Our employees have access to a wide range of benefits with a competitive salary, great pension contributions, company-wide bonus scheme, season ticket loan, qualification sponsorship and private medical insurance.

Founded Year

2000

Organization Website

transact-online.co.uk

Organization Languages

English

Organization Revenue

75000

Alexa Ranking

540740

Current Technologies

wordpress org