What happens next?
You will shortly receive a welcome email which will confirm your plan details, your payment details and that your application has been successful.
Please note: To help us set up your plan we are required to carry out several security checks and we may require some additional information. Should we need to get in touch you will receive an email or a text message from our approved partner NIVO detailing instructions on what to do next.
If you need to make a card payment over the phone, please call our Member Services team on 0800 526 249 and have your plan reference number ready. This can be found in your welcome email.
Need to speak to someone?
If you have any questions about your child’s Sustainable Junior ISA, or would like to make changes to the plan, 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 that you may have, and we promise that if you need to contact us for any reason, you will always speak to a real person and not a machine*
Please note: No advice has been provided by Shepherds Friendly. If you are in any 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.
If you have not done so already, please download a copy of our Sustainable Junior ISA Key Information Document and keep it safe.
*Between 9am – 5pm Monday to Thursday or 9am – 4pm Friday.