Lori Caffrey

Senior Marketing Manager, Consumer Marketing at Transact - London, ENG, UK

Lori Caffrey's Colleagues at Transact
Joshua King

Implementation Consultant

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Yingguang Wang

It

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Aster Kebede

support desk analyst

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Senthil Kumaran

Tme

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Lanny Franklin

Sales Representative

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Nathan Bennett

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

Contact Nathan Bennett

Sahaj Dosanjh

Client Operations Administrator

Contact Sahaj Dosanjh

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Lori Caffrey's Contact Details
Email (Verified)
***@integrafin.co.uk
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Mobile Number
(XXX) XXX-XXXX
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HQ
+44 20 8371 9977
Location
Company
Transact
Lori Caffrey'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
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Frequently Asked Questions about Lori Caffrey
Lori Caffrey currently works for Transact.
Lori Caffrey's role at Transact is Senior Marketing Manager, Consumer Marketing.
Lori Caffrey's email address is ***@integrafin.co.uk. To view Lori Caffrey's full email address, please signup to ConnectPlex.
Lori Caffrey works in the Financial Services industry.
Lori Caffrey's colleagues at Transact are Joshua King, Yingguang Wang, Aster Kebede, Senthil Kumaran, Lanny Franklin, Nathan Bennett, Sahaj Dosanjh and others.
Lori Caffrey's phone number is +44 20 8371 9977
See more information about Lori Caffrey