We are committed to building long standing relationships with our advisors and intermediaries. We understand that looking after investors is a key priority and aim to provide an exemplary service to you and your investors.
You can find details of all of our past investments and services including annual and interim reports by clicking on the relevant investment offering.
A discretionary portfolio service that seeks to mitigate IHT by investing in a carefully selected portfolio of shares.
Puma EIS aims to provide investors with downside protection in a carefully managed portfolio.
Puma Heritage's core focus is on secured lending. Its primary objectives are to preserve capital and mitigate risk.
A discretionary portfolio service providing access to a range of strategies that intend to qualify for Business Relief, with the option of two year life protection
Puma VCTs build on their market-leading track record and adopt the same, proven investment strategy.