Shepherds Friendly Reviews 

980
•
TrustScore 4 out of 5

4.1

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Review summary

Created with AI, based on recent reviews

Evaluating 119 reviews, reviewers had a great experience with this company. Customers find the online platform extremely simple to navigate, pointing out that setting up new investment accounts or trusts takes just a few minutes. People consistently appreciate the clear, easy-to-read documents and the professional staff who thoroughly explain every detail. Some reviewers were not happy with the payout process, mentioning that long-term claims were unexpectedly denied or poorly managed. A few consumers also encountered frustrating payment delays, technical glitches during deposits, and unexpected charges after provider changes. These individuals felt that customer support failed to resolve these specific administrative issues satisfactorily.

What people talk about most

User experience

Customers consistently note positive experiences with user experience, highlighting the simple online account... See more

Customer service

Consumers find customer service to be mixed, as many reviewers highlight helpful, responsive, and... See more

Payment

People report ambiguous experiences with payment, as many consumers praise smooth monthly direct debits,... See more

Service

Reviewers highlight ambiguous aspects of service, with many customers praising the efficient and friendly... See more

Website

Customers had ambiguous experiences with website, often praising the simple online setup and easy navigation.... See more

Reviews shaping this summary

Rated 4 out of 5 stars

Nice and easy to join and get set up, but the platform and profile are somewhat limited (in terms of information about the stocks and shares invested in, direct debit controls etc.). Overall nice UX a... See more

Company replied

Rated 5 out of 5 stars

Shepherds Friendly is a great company I’ve just opened a junior isa for my daughter. I liked that you can choose how much you deposit depending on your available income , I started my daughters with j... See more

Rated 5 out of 5 stars

Best ISA bonus I’ve seen for a long time and it was applied straight after I opened my account. The document that were sent were so easy to read and understand so I know I was making the right decisio... See more

Rated 5 out of 5 stars

We Set up a trust fund for our son in a matter of minutes with a bank transfer each month to go into his funds. My daughter who has recently turned 18 last year had her trust fund in shepherds friend... See more


Company details

  1. Money & Insurance

Written by the company

It is an incorporated society in the United Kingdom within the meaning of the Friendly Societies Act 1992.


Contact info

4.1

Great

TrustScore 4 out of 5

980 reviews

5-star
4-star
3-star
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1-star

No recent history of asking for reviews

This company hasn't invited customers recently, so reviews may not be representative

Replied to 100% of negative reviews

Typically replies within 1 week

How this company uses Trustpilot

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4.1

All reviews

(980)

105 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 4 out of 5 stars

4 years no issues

I've been a member for few years and the app and website are easy to set up
It would be nice to be sent monthly newsletters to inbox about where my investment ISA is helping

26 October 2026
Unprompted review
Rated 5 out of 5 stars

Shepherds Friendly is a great company…

Shepherds Friendly is a great company I’ve just opened a junior isa for my daughter. I liked that you can choose how much you deposit depending on your available income , I started my daughters with just £10 per month for now which I can increase at a later date should I wish to. It also offers an option to deposit as gifts which I think is fantastic as many of our family members don’t know what gift to buy teenagers so a small contribution to this fund will help her future imensly.

19 October 2026
Unprompted review
Rated 1 out of 5 stars

This is probably the worst insurance…

This is probably the worst insurance company they are fine until you have to claim them they will look at every way not to pay

9 April 2026
Unprompted review
Shepherds Friendly logo

Reply from Shepherds Friendly

Hello,
Thank you for your review. I'm sorry to hear about your experience.

We always aim to make fair decisions for our members when it comes to making a claim. I'd like to look into this for you, so I've sent you an email through Trustpilot asking for some more details. Please could you reply to the email with your plan number, telephone number, postcode and full name?

Or you can get in touch using our Help and Support form: shepherdsfriendly.co.uk/help-and-support/.

Kind regards,
Elena

Rated 1 out of 5 stars

Oh Quidco.. Cashback declined

Signed up for a shares ISA via an advertisement offering Cashback via Quidco. Was happy to save the money to meet the requirements to receive £240 cashback and Quidco themselves were offering a £100 bonus along side. Everything tracked, made my monthly investments only to have my cashback declined and appeal also declined. No proper explanation, just one from Quidco telling me that the decision from Shepherds Friendly is Final. It may be a good scheme and a good long-term investment vehicle, but relationship is soured by the introduction, so account closed!

26 March 2026
Unprompted review
Shepherds Friendly logo

Reply from Shepherds Friendly

Hello Jason,

Thank you for your review. I'm sorry to hear about your experience.

I've looked into this, and due to an error, your cashback was declined. We appreciate you bringing this to our attention and apologise for any frustration or inconvenience caused.

Our Member Services team has tried to reach out to you with more information and to answer any questions you might have. If you'd like to get in touch with us directly, please visit: shepherdsfriendly.co.uk/help-and-support/.

Kind regards,
Elena

Rated 5 out of 5 stars

Owned by Members so you do matter as a customer

Joined 12 years ago with life insurance, just like the honesty of the products, nothing hidden, good value for money, treat you like a person rather than a commodity, always liked the ethos of co-operatives so good fit for me, fantastic uk customer service and you don't have to wait days for them to respond, rarity in these global faceless times, might not be the cheapest but they don't cheap out in their services or how they value their customers

12 August 2026
Unprompted review
Rated 1 out of 5 stars

Unacceptable delays when the time comes…

Unacceptable delays when the time comes to withdraw funds. I will just be glad when I get my money back.

11 August 2026
Unprompted review
Shepherds Friendly logo

Reply from Shepherds Friendly

Hello David,

I'm sorry to hear about your wife's experience. To protect our members' security, we ask for documents to verify your identity and bank details. These checks help to keep your money safe.

Withdrawals are typically processed within five to seven working days, but may take up to 10 working days during busy periods.

On our Help and Support page, your wife can reach out to our Member Services team for more information and you can also find out more about what you can do next: shepherdsfriendly.co.uk/help-and-support/.

Kind regards,
Elena

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