What happens next?
We’ll get to work reviewing your application and start getting your plan ready for you. You’ll receive an email from us shortly with details of the next steps. If we need any additional information from you to help us with your application, we’ll be in touch as soon as possible.
Need to speak to someone?
If you have any questions about your plan or would like to make changes, please call our Member Services Team on 0800 526 249 or send an email to [email protected].
At Shepherds Friendly we pride ourselves on offering excellent customer service and our dedicated Member Services Team is on hand to deal with any issues you may have.
Please note: No advice has been provided by Shepherds Friendly. If you are in doubt as to whether a plan is suitable for you, we recommend getting in touch with a financial adviser, who will be happy to take you through what options are available. Should you consult a financial adviser there could be a cost involved and you should confirm this cost beforehand.
Downloads
If you have not done so already, please download a copy of our ISA Key Information Document and keep it safe.
