Profit Through Purpose

ENABLING

YOUR CLIENTS TO INVEST
FOR IMPACT

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 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 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.

ENTERPRISE GROWTH FUNDS

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

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