Shepherds Friendly is one of the oldest financial mutuals in the world, and has been looking after family finances since 1826.

They have a range of investment plans for children and adults, income protection, and life insurance for over 50’s. Their Stocks and Shares ISA allows saving from just £30 per month, and aims to pay annual bonuses, the size of which will depend on the performance of the fund. 

“As with all investing, your capital is at risk you may get back less than you have put in. The value of the ISA will depend on the future performance of the investments and any bonuses that are paid as a result of positive investment conditions, which cannot be guaranteed. Additionally, if investment conditions are poor we may apply a Market Value Reduction (MVR).

All references to taxation are to UK taxation and are based on Shepherds Friendly Society's understanding of current legislation and H M Revenue and Customs practice which may change in the future Inflation may affect the purchasing value of the investment in the future.”