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We make personal finance simple, fair and accessible

Welcome to our company, where we strive to make financial complexity a thing of the past. We believe in the power of simplicity, and we are dedicated to providing our clients with a range of services that are straightforward, easy to understand, and tailored to their needs. Our product portfolio includes ISAs, investments, life insurance, and income protection, all designed to help you secure your financial future.

Our Services

*ISAs & Investments*

We offer a variety of ISAs and investment products to help you grow your wealth in a tax-efficient manner. Our Stocks & Shares ISA is designed to make investing simple, with the hard work done for you. Alternatively, our 5 Year Fixed Rate Bond provides a guaranteed return on your investment. For those looking to invest for their child's future, our Junior ISA is a reliable and secure way to save.

*Life Insurance*

Our Over 50s Life Insurance is a straightforward and affordable way to provide financial security for your loved ones. With this policy, you can rest easy knowing that your family will be taken care of when you're no longer around.

*Income Protection*

Income Protection provides peace of mind by covering up to 70% of your income if you're unable to work due to illness or injury. We understand the importance of maintaining financial stability, especially during difficult times, and our Income Protection policy is designed to help you do just that.

Why Choose Us?

As a mutual, we're owned by our members and not shareholders. This means that more profits are returned back to our membership, and our members even have a say in how we're run. Our commitment to fairness, transparency, and clear communication sets us apart from our competitors. We take the financial future of every member personally and believe that everyone can benefit from our services.

Additionally, we're proud to be a part of the Women in Finance Charter, and we're dedicated to promoting gender diversity in the financial services industry. We're also a Carbon Neutral Company, Investors in the Environment Silver and Investors in People Platinum, demonstrating our commitment to sustainability and the well-being of our employees.

Get in Touch

If you're ready to become a member and start benefiting from our range of services, please don't hesitate to get in touch. Our team is here to help you navigate the world of financial planning and provide you with clear, fair products and services tailored to your needs.

Reviews (302)
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Positive: Some customers have reported positive experiences with Shepherds Friendly, citing ease of setup and helpful staff.
Negative: Many customers have expressed disappointment and frustration with Shepherds Friendly, citing mis-selling of policies, declined claims, and poor communication.

General Impressions

The reviews of Shepherds Friendly Insurance are mixed, with some customers expressing satisfaction with the company's services, while others have experienced difficulties and frustration.

Positive Experiences

Some customers have reported positive experiences with Shepherds Friendly, citing ease of setup, helpful staff, and timely commencement of contributions. A few reviewers have also mentioned that they are pleased with the services offered by the company.

Negative Experiences

However, many customers have expressed disappointment and frustration with Shepherds Friendly. Some common issues include mis-selling of policies, declined claims, and poor communication. Several reviewers have reported difficulties in getting help when they needed it, and some have even accused the company of being misleading and having no intention of paying out.

Common Issues

Some common issues that have been raised by multiple reviewers include:

  • Mis-selling of policies and lack of transparency
  • Declined claims and poor communication
  • Difficulties in getting help when needed
  • Poor customer service and amateurish behavior
  • Concerns about the company's intentions and ability to pay out