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.
We have the privilege of managing funds for a diverse array of charities and churches, ranging from smaller organisations to widely recognised household names and major Christian denominations.
We have 3 core solutions:
• A Cash Plus Fund aiming to offer a market-leading interest rate with same day access
• A Multi Asset Fund for clients looking for growth and income
• A Discretionary Service with an aligned investment manager
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 churches and charities in achieving their objectives by offering tailored financial solutions that empower their mission.
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"Their guidance and understanding is invaluable and we have been working closely with Epworth who have been an absolute asset in supporting us in placing funds and securing an excellent rate of return but moreover, making the transfer of funds from one banking entity to themselves seamless and easy."
Salvation Army
"The Southern Synod of the URC has been placing funds for investment with Epworth Investment Management Ltd for fifteen years. Epworth’s ethical investment management strategy matches that of the URC making explanations of our investment strategy to local churches much easier."
URC Southern Synod