Elevate Portfolio Services Limited

Date authorised
1 April 2013
Companies House
01128611
Last scraped
3 weeks ago
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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

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • 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

    Show 1 limitation
    • · 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.

  • 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
    • · 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.

  • 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
    • · 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

  • Trades With You Directly

    For Retail (Investment), Personal pension scheme

    Show 3 limitations
    • · 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.

  • Runs Personal Pensions

    For Personal pension scheme

  • 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
    • · 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.

  • 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
    • · 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.

  • Paul Crawford

    IRN PXC00032

    • (67)CF22 Investment Adviser (Trainee) (6 Oct 2004 to 9 Sep 2005)
  • Paul David Craddock

    IRN PDC00025

    • (777)CF21 Investment Adviser (18 Feb 2004 to 11 Jun 2005)
    • (776)CF22 Investment Adviser (Trainee) (20 May 2003 to 18 Feb 2004)
  • Paul David Hyatt

    IRN PDH00015

    • (1945)CF4 Partner (AR) (9 Jul 2002 to 25 May 2005)
    • (1944)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
  • Paul David Watts

    IRN PDW01066

    • (1553)CF10 Compliance Oversight (27 Jun 2017 to 31 Oct 2018)
  • Paul Francis Dugan

    IRN PFD01030

    • (1551)CF21 Investment Adviser (26 Nov 2003 to 31 Oct 2004)
    • (1552)CF7 Sole Trader (AR) (29 Apr 2003 to 31 Oct 2004)
    • (1550)CF22 Investment Adviser (Trainee) (29 Apr 2003 to 26 Nov 2003)
  • Paul Francis McSween

    IRN PXM01516

    • (1870)CF21 Investment Adviser (31 Mar 2004 to 31 Oct 2004)
    • (1871)CF1 Director (AR) (6 Nov 2003 to 31 Oct 2004)
    • (1869)CF22 Investment Adviser (Trainee) (6 Nov 2003 to 31 Mar 2004)
  • Paul Greenhill

    IRN PXG00472

    • (7)[FCA CF] Significant management (since 27 Nov 2024)
  • Paul Hughes

    IRN PJH01181

    • (1400)[FCA CF] Material risk taker (17 Feb 2020 to 15 Aug 2022)
    • (1401)[FCA CF] Significant management (17 Feb 2020 to 15 Aug 2022)
  • Paul James Barlow

    IRN PJB00073

    • (232)CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 15 Apr 2002)
  • Paul James Evans

    IRN PXE01077

    • (2122)CF2 Non Executive Director (1 Oct 2010 to 31 Oct 2016)
    • (2123)CF1 Director (8 Jul 2003 to 1 Oct 2010)
    • (2121)CF3 Chief Executive (8 Jul 2003 to 29 Sep 2004)
    • (2120)CF8 Apportionment and Oversight (8 Jul 2003 to 31 Oct 2007)
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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: (2229)SMF7 Group Entity Senior Manager

  2. controlled function added: (2228)[FCA CF] Significant management

  3. controlled function added: (2227)[FCA CF] Material risk taker

  4. controlled function added: (2226)CF22 Investment Adviser (Trainee)

  5. controlled function added: (2225)SMF12 Chair of the Remuneration Committee

  6. controlled function added: (2224)CF4 Partner (AR)

  7. controlled function added: (2223)CF1 Director

  8. controlled function added: (2222)CF29 Significant management

  9. controlled function added: (2221)CF1 Director

  10. controlled function added: (2220)CF1 Director

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