Lanny Franklin

Sales Representative at Transact - London, ENG, UK

Lanny Franklin's Colleagues at Transact
Nathan Bennett

on - Thames, England, United Kingdom - Client Operations Administrator

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Sahaj Dosanjh

Client Operations Administrator

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Claire McEwen

Adviser Support Manager (North West)

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David Dyson

Customer Service Manager

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Scott Styles

Financial Crime Officer

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Lanny Franklin's Contact Details
HQ
Location
Company
Transact
Lanny Franklin's Company Details
Transact logo, Transact contact details

Transact

London, ENG, UK • 250 - 499 Employees
Financial Services

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £50.31 billion of funds under direction (as at June 2021) on behalf of over 6,400 advisers and 205,000 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.We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for 11 consecutive years (2010-2020). We once again topped major categories including Overall Satisfaction, Investment Capabilities and Adviser Support Services in the 2020 Investment Trends survey. We are proud to have been voted Platform of the Decade at the 2016 UK Platform Awards, and in 2017 we won eight awards including FT Adviser's 5 Star Investment and Investment Innovation award. In 2018 our awards included Platforum's Best Adviser Platform over £10bn, as well as Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. In 2019 we were awarded Professional Adviser's Best Platform for Advisers (AUA over £20bn), Professional Paraplanner's Best Platform award as well as FT Adviser's 5 Star Investment Provider award. For 2020 we were awarded a Platinum Platform Rating by Adviser Asset (which we also received in 2019 and 2018) and the FT Adviser's 5 Start Platform award.

Pensions ISAs Wrappers Investment Management Platform
Details about Transact
Frequently Asked Questions about Lanny Franklin
Lanny Franklin currently works for Transact.
Lanny Franklin's role at Transact is Sales Representative.
Lanny Franklin's email address is ***@transact-online.co.uk. To view Lanny Franklin's full email address, please signup to ConnectPlex.
Lanny Franklin works in the Financial Services industry.
Lanny Franklin's colleagues at Transact are Nathan Bennett, Sahaj Dosanjh, Claire McEwen, David Dyson, Belmouloud Nacer, Rachana Suvarna, Scott Styles and others.
Lanny Franklin's phone number is
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