HEAR FROM OUR CHIEF
RESPONSIBILITY OFFICER

WHO WE ARE

With roots dating back to 1960, Epworth is an award winnings investment manager dedicated
to serving the needs of Churches and Charities.

We are stewards of our investors’ money and carefully select investments using Christian ethical criteria. Epworth manages assets of around £1 billion and is wholly owned by the Central Finance Board of the Methodist Church – a statutory body established by the Methodist Church Funds Act 1960.

WHAT WE DO

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.

Epworth Value

Epworth’s investment approach is designed to maximise the value we deliver to our clients, with two key objectives: The financial returns generated and the promotion of positive change for people and planet

Who we work with...

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.

Epworth Investment Management Limited

9 Bonhill Street | London | EC2A 4PE
Telephone 020 7496 3636

OUR TEAM

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.

Our clients are served by a highly
experienced and passionate team.

DAVID PALMER

Chief Executive Officer

ROZ AMOS

Chief Investment Strategist

ANDREW HARPER

Chief Responsibility Officer

VANESSA MEREDITH

Head of Compliance & HR

MOHSIN SIDDIQI

Head of Change & Transformation

MILES ASKEW

Head of Research

SARAH BOURGEIN

Head of Client Relations

LINA DINEIKIENE

Head of Finance

SIMON WOOLNOUGH

Head of Business Development

We look forward to speaking with you

FOR CLIENT
ENQUIRIES

PLEASE CONTACT:
+44 (0)20 7496 3636
(option 1)

FOR GENERAL
ENQUIRIES

PLEASE CONTACT:
+44 (0)20 7496 3636
(option 2)

FOR MEDIA & PR
ENQUIRIES

PLEASE CONTACT:
+44 (0)20 7496 3636
(option 3)

Please note: all calls are recorded for compliance purposes

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