Welcome to Puma Investments

We offer a range of award-winning investments across private equity, property finance and quoted equities, which support growing SMEs and professional property developers across the UK.

Puma Investments

Seeking award-winning investments?

PUMA AIM
INHERITANCE
TAX SERVICE

A discretionary portfolio service that seeks to mitigate IHT by investing in a carefully selected portfolio of shares. 

PUMA AIM ISA
INHERITANCE
TAX SERVICE

A discretionary portfolio service that seeks to mitigate IHT through investing in a carefully selected portfolio of shares within an ISA wrapper.

PUMA HERITAGE
ESTATE PLANNING
SERVICE

Puma Heritage's core focus is on first charge lending.  Its primary objective is to generate stable returns for shareholders while mitigating risk. 

PUMA ALPHA VCT

Puma VCTs build on their market-leading track record and adopt the same, proven investment strategy.

PUMA VCT 13

Puma VCTs build on their market-leading track record and adopt the same, proven investment strategy.

PUMA ALPHA EIS

Puma Alpha EIS aims to provide investors with downside protection in a carefully managed portfolio.

Grow with us

Puma Investments is an established business with an entrepreneurial and commercially-minded culture, where exceptional professionals can flourish.

Careers at Puma

Creating positive change

Our passion doesn't stop at investing: we strive to create positive change for the causes that are dear to us, impacting the lives of individuals and communities.

Puma in the Community

News, Press Releases

Puma Investments welcomes Dr Stuart Rollason as head of the Puma AIM Inheritance Tax Services

News

Using an AIM IHT ISA to make ISA wealth IHT-free

News, Press Releases

Puma Property Finance funds 80-bed Carlisle care home development

Puma Investments and Puma Property Finance are trading names of Puma Investment Management Limited and Puma Private Equity Ltd is an Appointed Representative. Puma Investment Management Limited is authorised and regulated by the Financial Conduct Authority ("FCA") (FRN:590919). Puma Investment Management Limited acts as adviser to Heritage Square Limited and Oasis Lending LLP.