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Damian has been a Paraplanner for 15 years, so even
before it became fashionable! In that time, he has gone
on to found one of the most established Paraplanning
businesses in the country. As you can imagine, he lives,
eats and breaths suitability so the rest of us don’t have to!
Damian Davies
THE TIMEBANK
Eliot Kaye joined Shore Capital in 2006 following seven years
at leading city law firm Berwin Leighton Paisner LLP where he
advised on a substantial number of M&A and private equity
deals, and was short-listed as a nominee for the Associate
of the Year Award at the Legal Week Awards. Eliot has been
involved in the management of all of the Puma VCTs. Eliot is a
member of the VCT Committee of the Association of Investment
Companies, has represented the industry to HM Treasury
and HMRC and is a regular writer and speaker on tax efficient
investing.
Eliot Kaye
PUMA INVESTMENTS
Tony has spent over 21 years at St James’s Place within the
Business Development division in a wide variety of roles.
Having run the Tax and Trusts Division for a number of years,
with principal responsibility for estate planning, trustee
investments and the development of products and services, he
now has primary responsibility for Protection, Small Business
Market, Tax Advantage Investments and Long Term Care.
He remains the senior technician within St James’s
Place Wealth Management and regularly contributes
articles in both the industry and national press.
Tony Müdd
ST JAMES’S PLACE
Graham joined Triple Point in 2007 and manages
relationships with the intermediary market. He has over
30 years experience in sales and marketing roles with
leading London based asset management businesses.
He is a member of the Chartered Institute for
Securities and Investment, the Personal Finance
Society and the Chartered Insurance Institute.
Graham Robertson
TRIPLE POINT
