Elevate Portfolio Services Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
1 Broadway ParkSouth Gyle BroadwayEdinburghMidlothianEH12 9JQUNITED KINGDOM- Phone
- +441313727298
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Complaints Contact
ElevatePO Box 6877BasingstokeRG24 4RTUNITED KINGDOM- Phone
- +443456002399
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant
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- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Arranges Asset Safekeeping
For Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Stockbroking
For Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant
Show 2 limitations Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
- · Unable to: (i) hold financial instruments for own account unless it meets the 'matched principal exemption conditions' as defined in the FSA's Glossary of defined expressions used in the FSA's Handbook and (ii) underwrite MiFID financial instruments and/or place MiFID financial instruments on a firm commitment basis
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Trades With You Directly
For Retail (Investment), Personal pension scheme
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- · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates.
- · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates.
- · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
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Runs Personal Pensions
For Personal pension scheme
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Investment Setup
For Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Holds Your Assets
For Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Terence McDonnell
IRN TXM00040
- (24)CF21 Investment Adviser (1 Dec 2001 to 5 Apr 2002)
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Terence Michael Townsend
IRN TMT01022
- (203)CF16 Significant Mgt (Desgntd Investment Business) (4 Jan 2005 to 31 May 2005)
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Terence Mulroney
IRN TXM00030
- (2113)CF1 Director (AR) (28 Mar 2003 to 31 Oct 2004)
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Terence Sayers
IRN TXS00024
- (836)CF21 Investment Adviser (1 Dec 2001 to 1 Dec 2003)
- (837)CF7 Sole Trader (AR) (1 Dec 2001 to 1 Dec 2003)
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Terry Yuk Leung Tsang
IRN TXT00048
- (2089)[FCA CF] Significant management (9 Sep 2022 to 1 Jan 2024)
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Theo Francis Martin
IRN FXM00032
- (1137)CF22 Investment Adviser (Trainee) (20 May 2003 to 12 Aug 2003)
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Thierry Coulloux
IRN TXC01218
- (806)CF13 Finance (11 May 2004 to 9 Feb 2006)
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Thierry Jean Philippe Sciard
IRN TJS00067
- (2172)CF2 Non Executive Director (13 Jul 2016 to 31 Oct 2016)
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Thomas Alun Jones
IRN TAJ01006
- (233)CF1 Director (28 Feb 2002 to 1 Mar 2003)
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Thomas Brown
IRN TXB01161
- (418)CF1 Director (AR) (28 Oct 2003 to 31 Oct 2004)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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McDougall Financial Services Ltd (no longer appointed)
FRN 223756 · Appointed 24 Mar 2003 · Until 31 Oct 2004
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Blue Ocean Property Consultants Ltd (no longer appointed)
FRN 223740 · Appointed 20 Mar 2003 · Until 31 Oct 2004
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Angus Financial & Mortgage Services (no longer appointed)
FRN 223746 · Appointed 20 Mar 2003 · Until 31 Oct 2004
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Source Mortgage & Financial (no longer appointed)
FRN 223650 · Appointed 14 Mar 2003 · Until 25 Nov 2003
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Pilgrim Financial Services (no longer appointed)
FRN 223120 · Appointed 26 Feb 2003 · Until 31 Oct 2004
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Enterprise Financial Planning Ltd (no longer appointed)
FRN 223126 · Appointed 26 Feb 2003 · Until 31 Oct 2004
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (48)SMF13 Chair of the Nominations Committee
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controlled function added: (47)SMF7 Group Entity Senior Manager
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controlled function added: (46)SMF1 Chief Executive
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controlled function added: (45)SMF3 Executive Director
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controlled function added: (44)SMF7 Group Entity Senior Manager
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controlled function added: (43)SMF7 Group Entity Senior Manager
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controlled function added: (42)SMF7 Group Entity Senior Manager
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controlled function added: (41)SMF24 Chief Operations
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controlled function added: (40)SMF4 Chief Risk
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controlled function added: (39)SMF7 Group Entity Senior Manager