Elevate Portfolio Services Limited
Addresses
The contact details this firm has registered with the FCA.
Principal Place of Business
1 Broadway ParkSouth Gyle BroadwayEdinburghMidlothianEH12 9JQUNITED KINGDOM- Phone
- +441313727298
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.
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.
- Walter John Carey
IRN WJC00006
- (262)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 30 Jul 2002)
- Walter Thomson
IRN WXT00003
- (733)CF21 Investment Adviser (1 Dec 2001 to 18 Nov 2003)
- (734)CF1 Director (AR) (1 Dec 2001 to 18 Nov 2003)
- Wayne Clinton Tonge
IRN WCT00003
- (2204)CF21 Investment Adviser (31 Jul 2003 to 31 Oct 2004)
- (2203)CF22 Investment Adviser (Trainee) (23 Jun 2003 to 31 Jul 2003)
- Wayne Kincaide
IRN WXK00016
- (1091)CF21 Investment Adviser (5 Aug 2002 to 30 Apr 2004)
- Wayne Maurice Thomson
IRN WMT01003
- (405)CF21 Investment Adviser (21 Feb 2003 to 31 Oct 2004)
- (404)CF22 Investment Adviser (Trainee) (14 Jan 2003 to 21 Feb 2003)
- Wayne William Hurrell
IRN WWH00003
- (784)CF22 Investment Adviser (Trainee) (31 Mar 2003 to 12 Aug 2003)
- Wendy Ann Ordon
IRN WAO00003
- (2226)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Oct 2002)
- Wendy Anne Bateman
IRN WXB01159
- (1090)CF22 Investment Adviser (Trainee) (4 Mar 2003 to 12 Aug 2003)
- Wendy Jane Crawford
IRN WJC01101
- (58)SMF16 Compliance Oversight (since 28 Feb 2026)
- (2160)[FCA CF] Significant management (16 Feb 2026 to 27 Feb 2026)
- Wendy Rosanne Jones
IRN WRJ00007
- (1572)CF21 Investment Adviser (1 Dec 2001 to 11 Jun 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
- Plan & Prosper Financial Services(no longer appointed)
FRN 409183 · Appointed 11 Oct 2004 · Until 31 Oct 2004
- Face 2 Face Financial Solutions Ltd(no longer appointed)
FRN 402343 · Appointed 22 Jul 2004 · Until 31 Oct 2004
- Assured Financial Solutions UK Ltd(no longer appointed)
FRN 401733 · Appointed 30 Jun 2004 · Until 25 Apr 2005
- Compass Financial Planning Limited(no longer appointed)
FRN 401672 · Appointed 29 Jun 2004 · Until 31 Oct 2004
- Malcolm James & Partners Estate Agents(no longer appointed)
FRN 201462 · Appointed 21 Jun 2004 · Until 31 Oct 2004
Recent activity
Updates to this firm's record on the FCA register.
controlled function added: (1979)CF4 Partner (AR)
controlled function added: (1978)CF21 Investment Adviser
controlled function added: (1977)CF22 Investment Adviser (Trainee)
controlled function added: (1976)CF1 Director (AR)
controlled function added: (1975)CF21 Investment Adviser
controlled function added: (1974)CF22 Investment Adviser (Trainee)
controlled function added: (1973)CF4 Partner (AR)
controlled function added: (1972)CF21 Investment Adviser
controlled function added: (1971)CF22 Investment Adviser (Trainee)
controlled function added: (1970)CF1 Director (AR)