For Financial Advisers

Puma Investments

Available on demand

Puma Heritage Estate Planning Service update |

Q4 2024

Duration:

10 minutes

Watch on demand

Join Eliot Kaye, Director at Puma Investments, for this Puma Heritage EPS Q4 update to coincide with the latest quarterly performance report.

What's covered:

  • The significant milestones Puma Heritage has surpassed in Q4 and throughout 2024
  • Notable loans completed at the end of the year and their impact
  • A look ahead to 2025, identifying key focus areas and strategies for the team

Register now

Once you submit this form, we will email you everything you need to join the webinar. We hope you enjoy it.

Meet the speakers

Eliot Kaye

Director

Puma Investments

LinkedIn

Lewis Kilminster

Associate Area Sales Director

Puma Investments

LinkedIn

This webinar is for investment professionals only.

The webinar is being hosted to facilitate discussion, it is not intended to provide professional guidance or offer personal recommendations. Opinions expressed by the speakers do not necessarily represent the opinions of Puma Investments.

Risk factors

An investment with Puma Investments carries risks.

Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors' capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals' personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.