Life's better when you're part of something good
At Shepherds Friendly, we believe in the power of simplicity. In a world of financial complexity, we strive to make ISAs, investments, life insurance, and income protection easy to understand and accessible to everyone.
Our Story
Established in 1826, Shepherds Friendly has been committed to helping people plan for their financial future for almost 200 years. As a mutual, we're owned by our members, not shareholders, which means more of our profits are returned to our members. We're proud to be making a positive difference in the lives of our members, providing financial security and peace of mind when they need it most.
Our Services
We offer a range of financial products designed to help you plan for your future. Our Stocks & Shares ISA provides a straightforward way to invest, while our Junior ISA helps you save for your child's future. Our 5 Year Fixed Rate Bond offers a secure way to grow your savings, and our Over 50s Life Insurance and Income Protection Insurance provide protection for you and your loved ones.
Our Principles
At Shepherds Friendly, we're committed to fairness, simplicity, and mutuality. We believe that everyone deserves access to clear, fair financial products, and our members have a say in how we're run. We're proud to be part of the Women in Finance Charter and are committed to sustainability, investing in our people, and giving back to our community.
Our Values
We value fairness, simplicity, and mutuality above all else. We're committed to delivering exceptional customer service, making financial planning easy and accessible to everyone. Our members come first, and we strive to make a positive difference in their lives.
Mixed Reviews for Shepherds Friendly
Positive Experiences
Several reviewers had a positive experience with Shepherds Friendly, citing ease of use, helpful customer service, and quick setup processes.
Income Protection Insurance Issues
However, some reviewers had negative experiences with Shepherds Friendly's income protection insurance, citing misrepresentation, declined claims, and poor customer service.
Delays and Errors
A few reviewers mentioned delays and errors in the claims process, which caused them additional stress and distress.
Communication Issues
Some reviewers were unhappy with the company's communication, citing unhelpful responses and a lack of care for customers' concerns.
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