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.

  • Walter John Carey

    IRN WJC00006

    • (262)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 30 Jul 2002)
  • Walter Thomson

    IRN WXT00003

    • (734)CF1 Director (AR) (1 Dec 2001 to 18 Nov 2003)
    • (733)CF21 Investment Adviser (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)
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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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