Looking after our investors is our key priority and we never lose sight of the fact that it is your money we have been entrusted with.
You can find details of all of our past investments 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 first charge lending. Its primary objective is to generate stable returns for shareholders while mitigating 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.