Theo Wilkinson

Client Services Manager at Transact - London, ENG, UK

Theo Wilkinson's Colleagues at Transact
Jonathan Joseph

Business Intelligence Solutions Architect

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Tom Dunbar

Chief Development Officer

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Brittany Ayres

Client Service Manager

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Ethan Fernley

Sales Support Specialist

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William Taplin

Client Service Manager

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Deirdre Daly

Marketing Communications Manager

Contact Deirdre Daly

Jasveer Atwal

Project Manager

Contact Jasveer Atwal

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Theo Wilkinson'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
London, England, United Kingdom
Company
Transact
Theo Wilkinson'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 Theo Wilkinson
Theo Wilkinson currently works for Transact.
Theo Wilkinson's role at Transact is Client Services Manager.
Theo Wilkinson's email address is ***@integrafin.co.uk. To view Theo Wilkinson's full email address, please signup to ConnectPlex.
Theo Wilkinson works in the Financial Services industry.
Theo Wilkinson's colleagues at Transact are Jonathan Joseph, Tom Dunbar, Brittany Ayres, Ethan Fernley, William Taplin, Deirdre Daly, Jasveer Atwal and others.
Theo Wilkinson's phone number is +44 20 8371 9977
See more information about Theo Wilkinson