Shepherds Friendly
Investment Company in Cheadle, Greater Manchester
Were a mutual society that acts differently. In a world of financial complexity, we believe in the power of simplicity. Weve made it our mission to provide clear, fair plans that help our members organize their finances and secure their familys future. Our values guide our behavior and the way we deliver our plans and services: Working together Were a society that cares, always putting our members first. We thrive and succeed as a team, building trusting and rewarding relationships, inside and out. Doing the right thing We never compromise on our moral standards. We honor our commitments, always behave responsibly and act in good faith. Making a difference Were committed to providing the best possible plans and services that help make a positive difference to the lives of our members.
Business Details
- Licensed and insured
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Contact Details
Products & Services
Tax-exempt saving
read moreWhatever your goals are for your medium to long-term future, saving tax-efficiently can help you to make the most of your money, leaving more for you and less for the taxman. We offer two savings plans, our Stocks and Shares ISA and our tax-exempt Bonus Plan, both of which offer regular savings options and aim to pay you an annual bonus on top of your savings.
Both plans invest in our With-Profits Fund, an investment fund made up of a broad variety of assets including stocks and shares, bonds, gilts property and more. The fund is medium to low risk for a stocks and shares investment, and aims to provide you with higher growth on your savings over the medium to long-term than would be available in a cash-based savings account or ISA.
Both plans invest in our With-Profits Fund, an investment fund made up of a broad variety of assets including stocks and shares, bonds, gilts property and more. The fund is medium to low risk for a stocks and shares investment, and aims to provide you with higher growth on your savings over the medium to long-term than would be available in a cash-based savings account or ISA.
Child Savings
read moreWhen youve got a child in your life that you care about, such as a son or daughter, or a grandchild, niece or nephew, its natural that you want to help them make the best possible start to adult life.
If youre hoping to give them this head start with a cash lump sum, then choosing a tax-efficient child savings plan could be very important as there are a lot of benefits that you could take advantage of.
If youre hoping to give them this head start with a cash lump sum, then choosing a tax-efficient child savings plan could be very important as there are a lot of benefits that you could take advantage of.
Testimonials
Susan
read moreVery easy to open a plan with Shepherds friendly. Everything was explained in plain english!
Karen
read moreVery quick to apply, easy to complete the application form and confirmation came quickly too.
Victoria Jane
read moreShepherd's staff very pleasant and helpful. Online application for Shepherds Young Saver Plan streamlined and straightforward.
John George
read moreVery simple to set up, no complicated questions or unnecessary hassle. Easy to understand. Good communication from Shepherds Friendly. Quick responses. Would recommend.
Reviews Write a Review
Patrick
Mar 03, 2024
My inquiry was addressed with professionalism and warmth, making me feel appreciated as a customer.
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Karl Capewell
Mar 06, 2024
I recently had a conversation with a team member who was incredibly helpful. With an upcoming back operation, I was extremely anxious, especially considering I'm self-employed and facing potential loss of income during recovery. Thankfully, they initiated the process over the phone, which made it much more accessible for me to begin. I'm highly satisfied with the staff and their support throughout the entire process. I'll definitely recommend them to anyone considering income protection insurance. Their assistance has alleviated a significant amount of stress and pressure, so many thanks to everyone at Shepherds Friendly.
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Philip Fowler
Dec 08, 2023
Very simple application process, prompt and clear directions and responses.
Value for Money
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