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.
- Paul James Grant
IRN PJG00071
- (2146)CF1 Director (AR) (1 Dec 2001 to 31 Oct 2004)
- Paul John Bevins
IRN PJB00186
- (158)CF21 Investment Adviser (25 Jan 2002 to 25 Oct 2002)
- (157)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Jan 2002)
- Paul John Morgan
IRN PJM01328
- (1274)CF21 Investment Adviser (12 Jul 2004 to 19 Nov 2004)
- (1273)CF22 Investment Adviser (Trainee) (28 Nov 2003 to 12 Jul 2004)
- Paul Killey
IRN PJK00016
- (2062)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
- Paul Malcolm Wood
IRN PMW00039
- (782)CF22 Investment Adviser (Trainee) (16 Dec 2002 to 25 Apr 2003)
- Paul McMahon
IRN PXM01312
- (2176)CF1 Director (25 Aug 2004 to 15 Sep 2010)
- Paul Michael John Passaway
IRN PMP00010
- (162)CF4 Partner (AR) (1 Dec 2001 to 20 Jun 2003)
- (161)CF21 Investment Adviser (1 Dec 2001 to 20 Jun 2003)
- Paul Michael Sweeney
IRN PXS00057
- (326)CF21 Investment Adviser (1 Dec 2001 to 31 May 2003)
- Paul Montgomery
IRN PXM00254
- (1388)CF21 Investment Adviser (27 May 2004 to 31 Oct 2004)
- (1387)CF22 Investment Adviser (Trainee) (15 May 2003 to 27 May 2004)
- Paul Patrick Digney
IRN PPD00004
- (1350)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
- (1351)CF1 Director (AR) (1 Dec 2001 to 31 Oct 2004)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
- Slater Weir Financial Services Ltd(no longer appointed)
FRN 138183 · Appointed 22 Jun 1987 · Until 16 Sep 2002
- Shires Estate Agents Limited(no longer appointed)
FRN 158303 · Appointed 16 Apr 1987 · Until 16 Apr 2002
- Vernons Financial Services Limited(no longer appointed)
FRN 162417 · Appointed 14 Apr 1987 · Until 16 Sep 2002
- Wallace Financial Services(no longer appointed)
FRN 200776 · Appointed 27 Feb 1987 · Until 5 Sep 2002
- Independent Insurance Information Ltd(no longer appointed)
FRN 158283 · Appointed 1 Oct 1986 · Until 31 Oct 2004
- Financial Planning (Wells) Limited(no longer appointed)
FRN 164514 · Appointed 24 Apr 1986 · Until 16 Sep 2002
- Kilsyth Insurance Services(no longer appointed)
FRN 135117 · Appointed 6 Nov 1985 · Until 16 Sep 2002
- Readers Digest Financial Services Limited(no longer appointed)
FRN 201136 · Appointed 21 Jun 1985 · Until 16 Sep 2002
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)