Elevate Portfolio Services Limited

Open as Markdown
Date authorised
1 April 2013
Companies House
01128611
Last scraped
4 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1 Broadway Park
    South Gyle Broadway
    Edinburgh
    Midlothian
    EH12 9JQ
    UNITED KINGDOM
    Phone
    +441313727298
    Web
    https://www.aberdeenadviser.com

  • Complaints Contact

    Elevate
    PO Box 6877
    Basingstoke
    RG24 4RT
    UNITED KINGDOM
    Phone
    +443456002399

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

  • Arranges Investments

    For Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Personal pension scheme, Option (excluding a commodity option and an option on a commodity future), Alternative Debenture, 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), Future (excluding a commodity future and a rolling spot forex contract)

  • Arranges Asset Safekeeping

    For Retail (Investment), Professional, Personal pension scheme, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Option (excluding a commodity option and an option on a commodity future), Alternative Debenture, 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), Future (excluding a commodity future and a rolling spot forex contract)

  • Stockbroking

    For Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Alternative Debenture, 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), Future (excluding a commodity future and a rolling spot forex contract), Option (excluding a commodity option and an option on a commodity future)

  • Trades With You Directly

    For Retail (Investment), Personal pension scheme

  • Runs Personal Pensions

    For Personal pension scheme

  • Investment Setup

    For Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Personal pension scheme, Option (excluding a commodity option and an option on a commodity future), Alternative Debenture, 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), Future (excluding a commodity future and a rolling spot forex contract)

  • Holds Your Assets

    For Retail (Investment), Professional, Personal pension scheme, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Option (excluding a commodity option and an option on a commodity future), Alternative Debenture, 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), Future (excluding a commodity future and a rolling spot forex contract)

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Richard John Norbury

    IRN RJN00021

    • (302)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 13 Sep 2002)
  • Richard Kenneth Craig

    IRN RKC00006

    • (1114)CF21 Investment Adviser (2 Jan 2003 to 31 Dec 2004)
    • (1113)CF22 Investment Adviser (Trainee) (14 May 2002 to 2 Jan 2003)
  • Richard Kirchen

    IRN RXK00010

    • (2001)CF22 Investment Adviser (Trainee) (28 Jan 2004 to 30 Oct 2004)
    • (2002)CF21 Investment Adviser (1 Dec 2001 to 12 Jan 2004)
  • Richard Neil Kirby

    IRN RNK00002

    • (309)CF22 Investment Adviser (Trainee) (23 Sep 2003 to 30 Apr 2004)
  • Richard Norman Notley

    IRN RNN00001

    • (719)CF21 Investment Adviser (8 Oct 2002 to 12 Mar 2004)
  • Richard Owen Cook

    IRN ROC00001

    • (1169)CF21 Investment Adviser (1 Dec 2001 to 1 Aug 2002)
  • Richard Robert Dempsey Ridler

    IRN RRR00006

    • (780)CF4 Partner (1 Dec 2001 to 3 Jul 2002)
  • Richard Simon Wilson

    IRN RSW01076

    • (39)SMF7 Group Entity Senior Manager (since 8 Aug 2025)
    • (1910)[FCA CF] Manager of certification employee (24 Mar 2025 to 8 Aug 2025)
    • (1909)[FCA CF] Material risk taker (19 Nov 2024 to 8 Aug 2025)
    • (1911)[FCA CF] Significant management (19 Nov 2024 to 8 Aug 2025)
  • Richard Stuart Wilding

    IRN RSW00022

    • (367)CF21 Investment Adviser (9 Jun 2004 to 31 Oct 2004)
    • (366)CF22 Investment Adviser (Trainee) (3 Jun 2003 to 9 Jun 2004)
    • (368)CF1 Director (AR) (3 Jun 2003 to 31 Oct 2004)
  • Richard Thomas Sugden

    IRN RTS00010

    • (21)CF21 Investment Adviser (18 Aug 2003 to 31 Dec 2004)
    • (20)CF22 Investment Adviser (Trainee) (18 Nov 2002 to 18 Aug 2003)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (1989)SMF3 Executive Director

  2. controlled function added: (1988)CF21 Investment Adviser

  3. controlled function added: (1987)CF22 Investment Adviser (Trainee)

  4. controlled function added: (1986)CF21 Investment Adviser

  5. controlled function added: (1985)CF1 Director (AR)

  6. controlled function added: (1984)CF21 Investment Adviser

  7. controlled function added: (1983)CF22 Investment Adviser (Trainee)

  8. controlled function added: (1982)CF22 Investment Adviser (Trainee)

  9. controlled function added: (1981)SMF5 Head of Internal Audit

  10. controlled function added: (1980)SMF7 Group Entity Senior Manager

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