Shepherds Friendly

Shepherds Friendly Award-winning investment and insurance provider. Making personal finance simple for almost 200 years. Modern mutual society that’s proudly owned by our members.

Putting our members at the heart of everything we do since day one. This page is monitored Monday to Thursday 9am to 5pm and Friday 9am to 4pm. On Christmas Day 1826, several groups came together to create a mutually beneficial society. The aim was to provide financial security to members unable to work due to sickness or injury. Almost 200 years later, we’re still making a positive difference to

our members’ lives, helping them plan their finances and being there when they need us most. To help grow your money, we offer savings products for both adults and children. Then, when planning for the future, our Income Protection plans and Over 50s Life Insurance provide the peace of mind you need.

Want an approach to investing that’s tailored to you?💡With our Stocks and Shares ISA you can build your portfolio with c...
03/06/2026

Want an approach to investing that’s tailored to you?💡

With our Stocks and Shares ISA you can build your portfolio with confidence.

Simply pick one of five expertly managed funds based on your preferred risk level - we’ll take care of the rest.

Plus, you can stay up to date with your portfolio’s performance in just a few taps with our easy-to-use mobile app. Download from the App Store or Google Play.

🔗Find out more: https://ow.ly/4uV950Yc7gW

When you invest, your capital is at risk.

Which ISA is right for you? 💷🏠📉📈If you’re hoping to grow a retirement fund or your first house deposit, you might be uns...
02/06/2026

Which ISA is right for you? 💷🏠📉📈

If you’re hoping to grow a retirement fund or your first house deposit, you might be unsure which option to go for.

In fact, we’ve found that 43% of Brits weren’t confident choosing the right ISA for their financial goals.

📉📈What’s a stocks and shares ISA? 📉📈

Stocks and shares ISAs aim to grow your money faster by investing in the stock market.

You can put up to £20,000 across your ISAs each tax year.

They’re typically best suited for people happy to invest for at least 5 years. You choose how your money is invested, from individual shares to ready-made funds.

🏠 What’s a lifetime ISA? 🏠

It’s a special savings or investment account that can help you buy your first home or save for retirement with help from the government.

You can hold one lifetime ISA that you can pay £4,000 into each tax year. You can open a cash LISA or a stocks and shares LISA where your money invested by the bank or provider.

You can only use the money to buy your first home or after you turn 60. Withdrawals for almost any other reason are subject to a penalty fee, and you’ll lose your 25% government bonus.

🔗Find out more about our investment options: https://ow.ly/Bjm250Yc7A4.

When you invest, your capital is at risk.

When it comes to ISAs, do you know the difference?If not, you’re not alone. We recently found that 43% of Brits weren’t ...
28/05/2026

When it comes to ISAs, do you know the difference?

If not, you’re not alone. We recently found that 43% of Brits weren’t confident choosing the right ISA for their financial goals.

📉📈Stocks and shares ISAs 📉📈
These are more suitable for meeting medium- and long-term goals like a retirement fund or a house deposit.

Your money is invested in stocks and shares meaning your money could grow more than with cash. But, the value of your investments could also go down, so there’s more risk.

💷 Cash ISAs 💷
These can be good for saving to meet short-term needs. Your money doesn’t go up and down in value, and you can usually access it easily.

But these typically come with lower interest rates so aren’t always the best way to meet long-term goals.

🔗Find out more about our investment options: https://ow.ly/xnOS50Yc7si

When you invest, your capital is at risk.

Want a simple way to invest in your child’s future?With our Junior ISA you can:✅ Invest up to £9,000 this tax year and p...
27/05/2026

Want a simple way to invest in your child’s future?

With our Junior ISA you can:

✅ Invest up to £9,000 this tax year and pay no Income Tax or Capital Gains Tax on the investment.

✅ Make sure the money is locked away until your child’s 18, when they will receive all the money paid into the plan, plus any bonuses.

✅ Pay in from just £10 per month or make a one-off payment of as little as £100.

✅ Friends and family members can pay in, too.

Find out more:
https://ow.ly/3BvA50Y3Kn7

When you invest, your capital is at risk.

Want to shape your own investment journey? 🛤️Our Stocks and Shares ISA is designed to help you build your financial futu...
14/05/2026

Want to shape your own investment journey? 🛤️

Our Stocks and Shares ISA is designed to help you build your financial future with:

📊 A choice of five different funds, covering a range of risk levels.

💷 The option to start paying from £25 a month by Direct Debit, or invest lump sums.

🧠 Active management by expert fund managers.

👏 A tax-efficient way to invest, with no income or capital gains tax on returns.

➡️ Simple, transparent fees of 0.75% per year and no hidden charges for withdrawals or transfers.

📱Easy access to track your investments using our mobile app. Download from the App Store or Google Play.

🔗Find out more: https://ow.ly/8o7X50YXGIt.

When you invest, your capital is at risk.

Thinking about investing? 📉📈Our Stocks and Shares ISA could be worth exploring if:🌊You want to experience the benefits o...
13/05/2026

Thinking about investing? 📉📈

Our Stocks and Shares ISA could be worth exploring if:

🌊You want to experience the benefits of investing in the stock market, including the daily ups and downs.

⚠️You’d like more control over the level of risk your money is exposed to.

🎢You understand and accept that investment values can fluctuate.

⏳You’re looking to invest over the medium-to-long term.

For more information visit: https://ow.ly/4PBe50YXFSE.

When you invest, your capital is at risk.

Want an approach to investing that’s tailored to you?💡With our Stocks and Shares ISA you can build your portfolio with c...
12/05/2026

Want an approach to investing that’s tailored to you?💡

With our Stocks and Shares ISA you can build your portfolio with confidence.

Simply pick one of five expertly managed funds based on your preferred risk level - we’ll take care of the rest.

Plus, you can stay up to date with your portfolio’s performance in just a few taps with our easy-to-use mobile app. Download from the App Store or Google Play.

🔗Find out more: https://ow.ly/7xFN50YXEZy

When you invest, your capital is at risk.

Want to shape your own investment journey? 🛤️Our Stocks and Shares ISA is designed to help you build your financial futu...
29/04/2026

Want to shape your own investment journey? 🛤️

Our Stocks and Shares ISA is designed to help you build your financial future with:

📊 A choice of five different funds, covering a range of risk levels.

💷 The option to start paying from £25 a month by Direct Debit, or invest lump sums.

🧠 Active management by expert fund managers.

👏 A tax-efficient way to invest, with no income or capital gains tax on returns.

➡️ Simple, transparent fees of 0.75% per year and no hidden charges for withdrawals or transfers.

📱Easy access to track your investments using our mobile app. Download from the App Store or Google Play.

🔗Find out more: https://ow.ly/5M0I50Yc8Sm

When you invest, your capital is at risk.

Address

Haw Bank House, High Street
Cheadle
SK81AL

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 4pm

Telephone

+44800526249

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