Our expert Business Development Team operates nationally and are committed to working with you to achieve the right outcomes for your clients. We pride ourselves on delivering a professional and personalised service, in every single interaction.

ANDY BURT - Head of Business Development

 079 7040 3988

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Andy joined Puma Investments in 2018 as Head of Business Development and is based in London.

Most recently, Andy was a Regional Sales Director at Octopus Investments, where he led a team of business development managers and was responsible for business development across London and Southern England. 

With almost 20 years of financial services experience, Andy began his career at Allianz Global Investors before moving to WestLB Investment Bank. He qualified with a BSc (Hons) in Statistical Science from City University Business School and holds the Investment Management Certificate and Investment Administration Qualification.

KAREN SULLIVAN - Head of Strategic Partnerships

 077 1409 7709

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Karen joined Puma Investments as Head of Strategic Partnerships in 2019. She spent three years as Head of Strategic Partnerships at Time Investments having moved to TIME from Octopus Investments where she managed Strategic Partnership relationships as part of a wider team.  

Prior to this, she spent 13 years with Canada Life across various teams before moving into the Distribution Division looking after National Accounts.  Karen started working life on the management training programme with the John Lewis Partnership based in Oxford Street before she moved away from retail into the financial services sector. 

Having achieved full FPC qualification when at Canada Life, Karen went on to achieve Level 4 qualification in 2014.

Jack Salisbury - Head of Internal Business Development

 020 7468 7972

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Jack joined us from Octopus Investments where he was the Area Sales Manager for London and the South East. He had previously spent three years as a Business Development manager at Octopus Investments, prior to which he worked in partnerships at Moneycorp Foreign Exchange.

Jack graduated from Bournemouth University, where he studied Business Studies with Financial Services.

MATT HONOUR - Business Development Manager

 077 1409 7828

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Matt is the Business Development Manager for the South West and brings with him over 20 years industry experience.

Matt joined Puma Investments from Charles Stanley, where he was an Asset Management Specialist covering the South of the country. Prior to that he spent nearly fours years at Morningstar Investment Management, promoting their Managed Portfolio Services to advisers across the South West and Wales.

ANDREW DERRINGTON – Senior Business Development Manager

 078 5527 6529

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Andrew joined Puma Investments in 2016 and is permanently based in Scotland.

Previously he was Business Development Manager for the West of Scotland at Octopus Investments. Prior to that Andrew worked for Ingenious Investments and Future Capital Partners, distributing products into the UK Intermediary Market. Andrew is a qualified chartered accountant.

SOPHIE WELTON - Business Development Manager

 077 2520 8044

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Sophie joined Puma Investments in 2019 as Business Development Manager for the Midlands.

Most recently Sophie was a Wealth Development Consultant for Vitality Invest, and prior to this she worked as an Account Manager at Aviva for over 10 years, working in the Platform arena. Sophie has previously been a Financial Adviser and is Level 4 Diploma qualified.

 

ALASTAIR JOHNSTON - Internal Business Development Manager

 020 7468 7943

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Alastair joined us from Brightedge, where he worked as a Strategic Account Manager. He has also worked at Accenture, as part of the sales team in their technology division.

Alastair graduated from Leeds Beckett University, where he studied Marketing.

FARIDA NURBHAI - Internal Business Development Manager

 020 7468 7983

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Farida joined Puma Investments from LGBR Capital, where she was a Business Development Manager in tax-efficient investing. Prior to this she worked at The Ingenious Group on an Internship.

Farida graduated from the School of Oriental African Studies, University of London (SOAS), where she studied BSc Economics. 

NADIA HALILA - Senior Business Development Manager

 079 7617 2414

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Nadia joined Puma Investments in 2016 as a Business Development Manager. 

Nadia spent the previous 4 years at Octopus Investments. Nadia focused on the South East region in her previous role with a particular specialism in Inheritance Tax products.

Nadia is a qualified Financial Planner and graduated from the University of Reading with a degree in Economics.

ROB BICKERSTAFFE - Senior Business Development Manager

 079 6631 6225

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Rob joined Puma Investments in 2016 as Senior Business Development Manager for the North of England and is based in Manchester.

Most recently, Rob was an Investment Manager in the Client Relationship Team at Ingenious Investments with responsibility for all EIS and BPR Sales & Marketing activity across the North West.

Rob has over 20 years’ financial services experience, having worked at Coutts & Co and Barclays Wealth as a Private Banker and Wealth Manager. He is a Member of the Chartered Institute for Securities & Investment and holds a variety of Investment & Financial Planning qualifications from both the CISI & CII.

LEWIS KILMINSTER - Internal Business Development Manager

 020 7079 1685

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Lewis joined Puma Investments as an Internal Business Development Manager. Previously, Lewis worked at Thomson Keene, where he was a Recruitment Consultant within the financial sector for three years.

Lewis gained a degree in Economics and Politics at the University of Manchester.

 

JUSTIN ELMES - Senior Business Development Manager

 077 1409 7819

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Justin joined Puma Investments in 2016 as a Senior Business Development Manager.

Justin was responsible for all sales and marketing activity in the South West for Ingenious Investments’ EIS and Business Relief products. He also spent a number of years at Octopus Investments and prior to that the ECU Group Plc, where he was responsible for establishing and developing relationships with financial advisers and their clients.

TOBY WADDINGTON - Internal Business Development Manager

 020 7468 7916

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Toby joined us from ArchOver Business Lending, where he was a Commercial Associate. He has also previously worked as a Business Developer at Ebury Partners.

Toby graduated from the University of York in 2016, where he studied Business Management.

CHARLIE STOOP – Business Development Manager

 078 6614 8427

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Charlie joined Puma Investments as a Business Development Manager from Octopus Investments where he spent just over 4 years working in both their Investment and Property team. Charlie has previously worked at G2 Healthcare Resourcing as a Consultant.

He obtained a BSc Honours Degree in Business Economics & Finance from Loughborough University.