20 Dec, 2017

Shepherds Friendly’s ISA is rated “Highly Commended’’ by MoneyAge


We are pleased to announce that we have been presented with the Highly Commended Award in the ‘ISA Provider of the Year’ category at the MoneyAge awards ceremony, which took place at the Millennium Hotel in London.

The 2nd annual MoneyAge Awards, which celebrates and recognises the industry leaders in the financial world, was well attended by financial organisations from across the UK.  The winners on the night were announced by Holly Walsh.

If you haven’t come across MoneyAge before, they help financial advisors, mortgage brokers and other financial businesses get up-to-date financial news and in-depth analysis. That way the advisors are better informed when helping their clients make decisions.

We have now offered our Stocks and Shares ISA for nine years and were thrilled to find out that our savings plan was recognised as ‘Highly Commended’ by the judging panel.

Head of Marketing, Max Jarrold, said:

“We are delighted that our Stocks and Shares ISA has received this recognition from MoneyAge in the ISA Provider of the Year category. The commendation identifies the competitiveness of our ISA in providing a flexible, accessible and easy to manage savings option for our members, with the features that they would expect from a modern mutual society.”

This is what MoneyAge had to say when they reviewed the Shepherds Friendly ISA:

“The Society’s Stocks and Shares ISA stands out from the crowd as a result of the utilisation of external fund managers, a board appointed investment committee utilising in-house skills, as well as those of directors and external advisers. Well done to a great firm.”

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