Welcome to IntegraFin


Our strategy is focused:

  • We make financial planning easier for clients and UK financial advisers
  • We do this by harnessing technology, allied with high quality human service
  • We prefer to insource, and so we own and develop our own software:
    • the Transact retail investment platform
    • the Time4Advice (T4A) adviser practice management solution (CURO)

Our model is simple:


Investment Case Presentation

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Annual Results Presentation

Year ending 30 September 2023

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IntegraFin Holdings plc
Annual Report

Year ending 30 September 2023

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Transact key stats

As at 31 March 2024:


Funds under direction