Puma Investment Management Limited
Puma Investment Management Limited
Trading as: Puma Investments
#08210180 • Active
B2bServices
Puma Investments is dedicated to fostering relationships that enhance the success of individuals and businesses. With a human-centered approach, they provide tailored investment solutions designed to help investors prosper.
Founded: 11/09/2012
Industries: Fund management activities
Website: https://pumainvestments.co.uk
Phone: Subscribe to view
Email: Subscribe to view
Location: London
Products
- Puma Aim Inheritance Tax Service
- Puma Aim Isa Inheritance Tax Service
- Puma Alpha Eis
- Puma Alpha Vct
- Puma Eis
Services
- Enterprise Investment Schemes
- Inheritance Tax Solutions
- Venture Capital Trusts
Financial Snapshot
Last accounts made up to 31 December 2023
Next accounts due 30 September 2025 (4 months)
Cash in Bank £5.99m
↓ -4%
Turnover £30.88m
↑ 18%
EBITDA £6.12m
↑ 16%
Total Liabilities £8.74m
↑ 9%
Employees 102
↑ 21%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Alexander Rupert West | Managing Director | 05/05/2023 | British | 43 years |
| Tarinee Pandey | Chief People Officer | 07/07/2022 | British | 45 years |
| Paul James Frost | Cfo | 07/03/2020 | British | 45 years |
| Eliot Charles Kaye | Director | 14/12/2012 | British | 50 years |
| David Robert Kaye | Director | 11/09/2012 | British | 47 years |
Role:
Managing Director
Appointed:
05/05/2023
Nationality:
British
Age:
43 years
Role:
Chief People Officer
Appointed:
07/07/2022
Nationality:
British
Age:
45 years
Role:
Cfo
Appointed:
07/03/2020
Nationality:
British
Age:
45 years
Role:
Director
Appointed:
14/12/2012
Nationality:
British
Age:
50 years
Role:
Director
Appointed:
11/09/2012
Nationality:
British
Age:
47 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Shore Capital Limited | Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors | 06/04/2016 | United Kingdom |
Nature of Control:
Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors
Notified On:
06/04/2016
Nationality:
United Kingdom
Financial Accounts
| Dec 2023 | Dec 2022 | Dec 2021 | |
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Charges
No charges registered
Properties
No property information available
Grants
No grant information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 01/05/2025 | Capital | Capital Allotment Shares | View (4 pages) |
| 01/05/2025 | Capital | Capital Return Purchase Own Shares | View (4 pages) |
| 07/04/2025 | Persons With Significant Control | Change To A Person With Significant Control | View (2 pages) |
| 15/10/2024 | Accounts | Accounts With Accounts Type Group | View (25 pages) |
| 24/09/2024 | Confirmation Statement | Confirmation Statement With Updates | View (5 pages) |
| 20/06/2024 | Capital | Capital Allotment Shares | View (5 pages) |
| 20/06/2024 | Capital | Capital Allotment Shares | View (5 pages) |
07/04/2025 Persons With Significant Control
Change To A Person With Significant Control