Epworth Investment Management  Reviews 

Written by the company

We have the privilege of managing funds for a diverse array of charities and churches, ranging from smaller organizations to widely recognized household names and major Christian denominations. Our commitment to meeting the unique needs of all charities is reflected in our approach, providing accessibility to our funds starting from as little as £1,000. As a Group, we also extend a competitive interest rate across more than 6,000 cash deposit accounts tailored for charities. Our mission is clear: to assist charities in achieving their objectives by offering tailored financial solutions that empower their mission. Our unique approach sets us apart in fulfilling our investors’ objectives through a dedicated commitment to ethics. At the core of what we do is a thorough examination of what defines a good company, guided by Christian principles. Our strategy involves investing in businesses that prioritise sustainability and actively collaborating with their management to shape behaviour, helping to ensure a more responsible and ethical course of action. Companies that fall short of our standards are deliberately excluded. Our aim is to effectively address both the financial and ethical investment needs of our investors, a goal we’ve consistently achieved, as evidenced by our well-established track record. Dedicated to fulfilling the needs of charities, our team is driven by a passion for our mission. This commitment enables us to attract individuals who not only excel in their respective fields but are also deeply devoted to the meaningful work they carry out on behalf of our clients. As a result, we have curated a highly skilled and experienced team, focused on catering to the specific needs of charitable organizations. With practical expertise, our senior management team lead us in meeting investor expectations and staying true to our commitment. See more