Adsen Moore Financial Consulting
Adsen Moore Financial Consulting
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Professional investors

Self-Trading Platform

Bespoke Investment Portfolio

Bespoke Investment Portfolio

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Adsen Moore offer self trading platforms from some of the largest providers in the world. This is exclusively for our self-elected professional clients. Speak to us today about how you can take back control of your assets.

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Bespoke Investment Portfolio

Bespoke Investment Portfolio

Bespoke Investment Portfolio

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Sometimes a trading platform isn't enough. We advise on the custodian of unlisted and illiquid assets. Speak to one of our advisors today about our tailor made asset management.

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Professional Investors

Adsen Moore may treat a client as an elective professional client if the following process is followed: 



Adsen Moore undertakes an adequate assessment of the expertise, experience and knowledge of the client that gives reasonable assurance, in light of the nature of the transactions or services envisages, that the client is capable of making his own investment decisions and understanding the risks involved (“the qualitative test”). If the client is an entity, the test should be performed in relation to the person authorised to carry out transactions on its behalf.


At least two of the following criteria are satisfied:  

  1. The client has carried out transactions, in significant size, on the relevant market at an average frequency of 10 per quarter over the previous four quarters  
  2. The size of the client’s financial instrument portfolio exceeds EUR 500,000  
  3. The client works or has worked in the financial sector for at least one year in a professional position, which requires knowledge of the transactions or services envisaged (“the quantitative test”)


The following procedure is followed:  

  1. The client must state in writing to the firm that it wishes to be treated as a professional client either generally or in respect of a particular service or transaction or type of transaction or product;  
  2. Adsen Moore must give the client a clear written warning of the protections and investor compensation rights the client may lose; and  
  3. The client must state in writing, in a separate document from the contract, that it is aware of the consequences of losing such protections. 

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An outdoor hallway framed by massive columns.

Contact Us

Better yet, see us in person!

Adsen Moore Financial Consulting

3 Beacon Mews 

South Road 

Weybridge

KT13 9DZ


Email: advice@adsenmoore.co.uk

Telephone: +44 (0) 203 432 5564

Hours

Copyright © 2020 Adsen Moore Financial Consulting - All Rights Reserved.


 Investment returns are not guaranteed and can go down as well as up.


  • Adsen Moore is a trading style of Adsen Moore Financial Consulting Ltd (FRN 923170).  Adsen Moore Financial Consulting Ltd is an appointed representative of Hoxton Capital Management (UK) Ltd (FRN 826793), Old Free School George Street, Watford, Hertfordshire, WD18 0BX  who are authorised and regulated by the Financial Conduct Authority
  • The Financial Conduct Authority does not regulate Will Writing, Power of Attorney, taxation and trust advice.
  • Adsen Moore are entered on the Financial Services Register No 923170 at https://register.fca.org.uk/ 
  • Registered in England and Wales No. 10046117 Registered Address: 3 Beacon Mews, South Road, Weybridge KT13 9DZ
  • The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
  • If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
    You can visit the FCA's consumer website: http://www.moneyadviceservice.org.uk/
  • Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details:  http://financial-ombudsman.org.uk/ 

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