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.

  • Peter Slack

    IRN PXS00123

    • (2028)CF22 Investment Adviser (Trainee) (27 Dec 2002 to 1 Aug 2005)
    • (2030)CF1 Director (AR) (27 Dec 2002 to 1 Aug 2005)
    • (2029)CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 11 Mar 2002)
  • Peter Stevenson

    IRN PXS00090

    • (32)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
  • Peter Thomas Large

    IRN PTL00004

    • (1065)CF21 Investment Adviser (18 Mar 2002 to 3 May 2002)
    • (1064)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Mar 2002)
  • Peter Thomas Strain

    IRN PXS00210

    • (33)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
  • Peter Warwick Cottrell

    IRN PWC00016

    • (1650)CF21 Investment Adviser (13 Sep 2004 to 31 Dec 2004)
    • (1649)CF22 Investment Adviser (Trainee) (10 May 2004 to 13 Sep 2004)
  • Peter William Latimer Irving

    IRN PWI00002

    • (1617)CF22 Investment Adviser (Trainee) (4 Mar 2004 to 1 Nov 2004)
  • Philip Andrew Barton

    IRN PAB00132

    • (2178)CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 11 Nov 2002)
  • Philip Anthony David Holmes

    IRN PAH00035

    • (1639)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
  • Philip Ashwell

    IRN PXA00020

    • (893)CF1 Director (AR) (11 Jun 2003 to 26 Nov 2004)
  • Philip Baden Turner

    IRN PBT01012

    • (1133)CF22 Investment Adviser (Trainee) (31 Mar 2003 to 12 Aug 2003)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Cranswicks(no longer appointed)

    FRN 180420 · Appointed 1 Jan 1867 · Until 15 Sep 2003

  • Loveitts(no longer appointed)

    FRN 219812 · Appointed 1 Aug 1843 · Until 16 Sep 2002

Recent activity

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

  1. controlled function added: (1899)[FCA CF] Material risk taker

  2. controlled function added: (1898)CF21 Investment Adviser

  3. controlled function added: (1897)CF22 Investment Adviser (Trainee)

  4. controlled function added: (1896)CF21 Investment Adviser

  5. controlled function added: (1895)CF22 Investment Adviser (Trainee)

  6. controlled function added: (1894)[FCA CF] Significant management

  7. controlled function added: (1893)[FCA CF] Material risk taker

  8. controlled function added: (1892)CF21 Investment Adviser

  9. controlled function added: (1891)CF22 Investment Adviser (Trainee)

  10. controlled function added: (1890)CF21 Investment Adviser

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