Investments and Savings

Consolidated Portfolio Service - Transact

There are many advantages in managing your portfolio using Transact. These are summarised below. The cost of this service is largely offset by negotiated reductions in Fund Manager charges and Ward Goodman Financial Services Ltd rebate of commission. The service can even be effectively free, depending on funds chosen. More information can be found in the full Transact brochure (See below).

Build Your Portfolio:

  • From a wide range of available investments.
  • Using a wide range of facilities.
  • In one single consolidated service.

Manage Your Portfolio:

  • All stockbroker and fund manager communication and most paperwork is handled by Transact.
  • All dividends, income payments and tax and charges rebates are collected by Transact.
  • You and Ward Goodman Financial Services Ltd concentrate on the discussion and decisions that matter.

Access Your Portfolio Simply and Safely:

  • Your Adviser or your Transact Client Service Manager is available to take your telephone calls at any time during business hours.
  • A range of on-line servicing facilities is available at Transact via your Ward Goodman Financial Services Ltd web-site portal.
  • You can use a secure, personal PIN for telephone transactions or to access your portfolio on-line.

Keep Informed:

  • You have 24-hour secure internet access to your portfolio details and daily valuation.
  • Records of all purchases, sales and deposits in your portfolio (except those undertaken on a regular basis) will also be sent to you in writing.
  • Twice-yearly comprehensive statements will be provided which may assist you with your tax returns.
  • All information comes to you together from one source.

Draw An Income:

  • Cash withdrawals can be made on a regular basis.
  • You select the amounts to be paid.
  • Transact pays them direct to your bank account.

Use Other Services:

  • Your existing investments may be transferable into your portfolio and included in the Transact service.
  • Pension plans are also available including income draw-down and phased retirement.
Go to

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither Ward Goodman Financial Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

Ward Goodman Financial Services Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register).