Welcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you. Tune in for insights, practical strategies and engaging discussions that will help you stay ahead in the evolving world of financial planning.
The Transact Platform Podcast
Claim This Podcastby Transact
34 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇬🇧
Podcast Overview
Welcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you. Tune in for insights, practical strategies and engaging discussions that will help you stay ahead in the evolving world of financial planning.
Language
🇺🇲
Publishing Since
9/15/2025
1 verified contact email on file for The Transact Platform Podcast
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
July 22, 2026
The FCA, Client Cash and the Future of Platform Charging
Transact Chief Development Officer Andrew Cullen-Jones interviews Transact CEO Tom Dunbar, James Daley of Fairer Finance, and Jack Gilbert of Citywire about the FCA's impact on client cash and the future of platform charging.
July 17, 2026
Making Financial Planning Easier: The Latest Transact Online Enhancements
David Styles and Stuart Fleat discuss Transact Online enhancements, including a new Bond Gain Calculator, to simplify financial planning for advisers and clients.
July 10, 2026
What it really takes to scale a financial planning business from scratch
Andrew Cullen-Jones interviews Tim Horrocks, Founder of rockwealth, about scaling a financial planning business from scratch and building a firm around client-centric philosophy.
34 total episodes available with 20 transcripts
Recent guests on The Transact Platform Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Tom Dunbar
Guest
James Daley
Guest
Jack Gilbert
Guest
David Styles
Guest
Stuart Fleat
Guest
Tim Horrocks
Guest
Bella Caridade-Ferreira
Guest
James de Lisle Wells
Guest
Nick Poyntz-Wright
Guest
Natasha Walker-Lee
Guest
Mark Fenlon
Guest
Tom Phillips
Guest
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Frequently asked questions
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- What is The Transact Platform Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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