Profit Through Purpose



Investing with us

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 have a number of leading 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.

For example, the Resonance SITR Funds were regionally based in the South West and West Midlands. They allowed 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.

If you are a Wealth Manager or IFA watch this page for future investment opportunities or get in touch with us.

If you would like to find out more, please contact

Grace England

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  • 07718 425306
  • 0121 6631583
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Our IFA & Wealth Managers that have clients invested in the Resonance SITR Fund

  • Rathbones
  • Ifamax Wealth Management
  • UBS
  • Paradigm Norton
  • Kings Court
  • Grierson Dickens Limited
  • Cazenove Capital
  • BPH