Charlotte Gray

Creative Designer at Transact - London, ENG, UK

Charlotte Gray's Colleagues at Transact
Richard Green

Adviser Support Manager

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Jamie P.

Customer Service Manager

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Jessica Wright

Client Service Administrator

Contact Jessica Wright

Rajan Khosla

Client Services Manager

Contact Rajan Khosla

Peter King

Client Service Manager

Contact Peter King

Tom DipPFS

Adviser Support Manager

Contact Tom DipPFS

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Charlotte Gray's Contact Details
HQ
+44 20 8371 9977
Location
London, England, United Kingdom
Company
Transact
Charlotte Gray's Company Details
Transact logo, Transact contact details

Transact

London, ENG, UK • 451 Employees
Financial Services

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £61 billion of funds under direction (as at March 2024) on behalf of over 7,800 advisers and 231,500 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' 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. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.

Online Investing Financial Investment Wealth Management Guidance Investment Fund Services Financial Planning
Details about Transact
Frequently Asked Questions about Charlotte Gray
Charlotte Gray currently works for Transact.
Charlotte Gray's role at Transact is Creative Designer.
Charlotte Gray's email address is ***@integrafin.co.uk. To view Charlotte Gray's full email address, please signup to ConnectPlex.
Charlotte Gray works in the Financial Services industry.
Charlotte Gray's colleagues at Transact are Dan Vogel, Richard Green, Jamie P., Jessica Wright, Rajan Khosla, Peter King, Tom DipPFS and others.
Charlotte Gray's phone number is +44 20 8371 9977
See more information about Charlotte Gray