Just wanted to say thank you to you both for looking after me and my pension funds during my time with Transact. You have both been helpful and supportive to me at all times.

I needed someone that I could trust and who was local. Sitting face to face with an adviser is critical to me. The fact that you were recommended by my accountant was a great start, and the ease with which we have discussed my plans and situation has been extremely important, not to mention encouraging. I couldn’t have asked for anything more.

I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!

I have always had considered advice from my financial adviser, but in particular I have had excellent administrative support from Zoe who has shown patience and perseverance in dealing with my many questions and she has responded quickly and efficiently at all times.

Gary was absolutely brilliant. Nothing was too much trouble. He went out of his way to help. He is incredibly knowledgeable and spent a long time ensuring that the mortgages suited my circumstances and were the best mortgages for me. Gary was there throughout the process to guide and reassure me and spent a lot of time chasing the lender and ensuring that we were able to tie my transactions in and complete within our deadline.

Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.