Corporate Finance

BMO Financial raises equity finance for listed companies of all sizes. We also assist private companies seeking to raise capital via a primary issue on the Stock Exchange Official List or on AIM, as well as advising existing public companies seeking to raise finance to grow their businesses through secondary equity or debt issues.

BOM Financial has a specialist Corporate Finance team. They collectively have a depth of experience from a variety of backgrounds including stockbroking, banking, law, accountancy and regulation.

This broad knowledge gives us a better understanding of our clients’ businesses, both at a company level and within the broader market context. This understanding enables us to provide tailored corporate finance advice that is appropriate for their specific requirements.

For further information in relation to corporate finance you will need to contact the team directly confirming your company.

Wealth Management

BEO Financial work with you to develop customized investment strategies based on your financial goals and risk tolerance, such as stocks, bonds, and alternative assets

Financial Planning

BEO Financial help clients set financial goals and develop strategies to achieve them. This can include retirement planning, college savings, debt management, and budgeting

Estate planning

BEO Financial assist clients in developing plans for the transfer of their wealth to their heirs or charitable organizations, including the creation of wills, trusts, and other legal structures

Tax planning

BEO Financial provides advice on tax-efficient strategies to minimize clients’ tax liabilities, such as through the use of tax-advantaged investment vehicles or estate planning techniques