SIMON WOOLNOUGH

PERSPECTIVES

SIMON WOOLNOUGH

January 2024

Simon joined Epworth in 2022 as Head of Business Development. Having been in Financial Services since 1988, he started his career with Sun Life, which ultimately became AXA Wealth Management.

Simon spent 30 years with AXA in various marketing and sales roles, ultimately making the move into sales management where was running various teams across platform, pensions and investments. His experience of running large teams made him the natural choice of the Isle of Man distribution team that became Utmost Wealth, where he was running both the UK sales team, and the Isle of Man Marketing and technical teams.

Since leaving AXA, Simon led distribution teams for two Fin-tech startups, including Flagstone so brings a depth of experience to Epworth, having worked in both large corporates and smaller SMEs.

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Epworth Investment Management Limited (Epworth) is authorised and regulated by the Financial Conduct Authority FCA registered number 175451. Incorporated in England and Wales. Registered number 3052894. Registered office Methodist Church House, 25 Tavistock Place, London, WC1H 9SF.

Epworth managed funds are designed for long term investors. The value of units in funds can fall as well as rise and past performance is not a guide to future returns. The level of income is also variable and investing in Epworth’s funds will not be suitable for you if you cannot accept the possibility of capital losses or reduced income. Any estimates of future capital or income returns or details of past performance are for information purposes and are not to be relied on as a guide to future performance.

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