Welcome to Brian Moretta’s finance blog! Here you can find articles, analysis, reviews and musings on a variety of financial and related topics.
BM Research is a personal consultancy supplying analytical services and advice to the professional investment industry. I have had over twenty years experience of analysing and modelling companies and funds. Over the last few years I have built up expertise in the tax advantaged market, examining (S)EIS funds and companies, VCTs and Business Relief products. As I spend much of my working day thinking and communicating about this, most of my recent writings are in this area.
Prior to that, I spent many years specialising in financial services companies, so many of the older articles reflect that.
For further information on me see my profile or contact me at bmresearch (AT) mac.com.