Putting our members at the heart of everything we do
If you need financial advice, whether it is based on Shepherds Friendly products or any other financial issues, our subsidiary company Shepherds Mutual Solutions (SMS) can help. They’re a team of FCA-regulated professional financial advisers who specialise across a wide range of financial products.
As a Friendly Society we’re unable to offer financial advice directly to our members, and that’s why we set up SMS, to enable us to offer that extra advice on financial issues when it is needed. This means that we can cater for our members’ wider financial needs as well as helping them with our own products.
SMS can provide advice on products from the whole of the market in certain situations, as well as restricted panels of providers in other circumstances. The advisers can help you to choose products that are right for you, and could potentially save you money. Here are some of the services that are offered:
Any initial contact and guidance is given free of charge. SMS uses the initial discussion to establish whether or not they can be of assistance and to explain the advice process. If further advice is necessary and is requested, then there will be a charge for this, and it will be fully-explained before any advice is given. There is of course no obligation to take financial advice after the initial contact.
You can request to speak to one of the professional financial advisers by calling our customer services team on 0800 526 249.