More than ever before, high net worth individuals are seeking to align their personal values with their investments, in order to see change delivered.
We already have a growing number of Independent Financial Advisors (IFAs) and Wealth Managers that trust us with their clients' investments, recognising the fact that more and more of their clients are wishing to diversify their portfolios to include social impact investment.
The Resonance SITR Funds are regionally based in the South West, West Midlands and the North West. They allow IFAs and Wealth Managers to invest their clients' money to benefit from Social Investment Tax Relief (SITR), and build a portfolio of investments with the potential for attractive returns, whilst at the same time helping to dismantle poverty within these regions, through backing high impact social enterprises.
Some of the leading wealth managers and IFAs whose clients have invested in the Resonance SITR Funds are listed below.