Elevate Portfolio Services Limited

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

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.

  • Wiliam David MacLean

    IRN WDM00003

    • (929)CF21 Investment Adviser (21 May 2004 to 22 Dec 2004)
    • (928)CF22 Investment Adviser (Trainee) (11 Sep 2003 to 21 May 2004)
  • Will Lynch

    IRN WXL00045

    • (1716)SMF18 Other Overall Responsibility (17 Jul 2023 to 12 Dec 2025)
    • (1717)[FCA CF] Material risk taker (1 Jan 2023 to 17 Jul 2023)
    • (1718)[FCA CF] Significant management (27 May 2021 to 17 Jul 2023)
  • William Allan Cassley

    IRN WAC00009

    • (1093)CF21 Investment Adviser (8 Jan 2003 to 31 Oct 2004)
    • (1092)CF22 Investment Adviser (Trainee) (29 Aug 2002 to 8 Jan 2003)
    • (1094)CF7 Sole Trader (AR) (29 Aug 2002 to 31 Oct 2004)
  • William Brennan

    IRN WXB00016

    • (364)CF22 Investment Adviser (Trainee) (15 Dec 2003 to 24 May 2004)
  • William Eadie

    IRN WXE00005

    • (1831)CF21 Investment Adviser (11 Jun 2003 to 31 Oct 2004)
    • (1830)CF22 Investment Adviser (Trainee) (22 Nov 2002 to 11 Jun 2003)
  • William George Cunningham

    IRN WGC00004

    • (1463)CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)
  • William George Finegan

    IRN WGF00003

    • (322)CF21 Investment Adviser (15 Aug 2003 to 31 Oct 2004)
    • (321)CF22 Investment Adviser (Trainee) (19 Dec 2002 to 15 Aug 2003)
    • (323)CF7 Sole Trader (AR) (19 Dec 2002 to 31 Oct 2004)
  • William Gerard O'Donnell

    IRN WGO00002

    • (382)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 16 Sep 2002)
  • William John Sheppard

    IRN WJS00003

    • (273)CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2001)
  • William Mark Grayshan

    IRN WMG00006

    • (682)CF21 Investment Adviser (25 Nov 2002 to 17 Feb 2003)
    • (681)CF22 Investment Adviser (Trainee) (24 Jan 2002 to 25 Nov 2002)
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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: (2219)CF1 Director (AR)

  2. controlled function added: (2218)CF1 Director (AR)

  3. controlled function added: (2217)CF21 Investment Adviser

  4. controlled function added: (2216)CF22 Investment Adviser (Trainee)

  5. controlled function added: (2215)SMF7 Group Entity Senior Manager

  6. controlled function added: (2214)[FCA CF] Significant management

  7. controlled function added: (2213)[FCA CF] Manager of certification employee

  8. controlled function added: (2212)[FCA CF] Material risk taker

  9. controlled function added: (2211)CF2 Non Executive Director

  10. controlled function added: (2210)CF1 Director (AR)

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