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.

  • Patricia Mary Richmond

    IRN PMR00002

    • (1866)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
  • Patrick David Bartlett

    IRN PDB01151

    • (1216)[FCA CF] Material risk taker (9 Dec 2019 to 31 Dec 2022)
    • (1217)[FCA CF] Significant management (9 Dec 2019 to 21 Apr 2023)
  • Paul Adrian Bateman

    IRN PAB00029

    • (642)CF22 Investment Adviser (Trainee) (27 May 2003 to 12 Aug 2003)
  • Paul Andrew Brazier

    IRN PAB00126

    • (1059)CF22 Investment Adviser (Trainee) (9 Mar 2004 to 2 Jul 2004)
  • Paul Anthony Foulds

    IRN PAF00005

    • (241)CF21 Investment Adviser (5 Apr 2002 to 11 Aug 2005)
    • (242)CF4 Partner (AR) (1 Dec 2001 to 11 Aug 2005)
  • Paul Anthony Hunt

    IRN PAH00045

    • (1377)CF21 Investment Adviser (7 Sep 2004 to 31 Oct 2004)
    • (1376)CF22 Investment Adviser (Trainee) (4 Nov 2003 to 7 Sep 2004)
  • Paul Antony Waller

    IRN PAW01144

    • (1385)CF21 Investment Adviser (8 Apr 2004 to 31 Oct 2004)
    • (1384)CF22 Investment Adviser (Trainee) (7 Apr 2003 to 8 Apr 2004)
  • Paul Beeson

    IRN PCB00015

    • (1801)CF7 Sole Trader (AR) (1 Dec 2001 to 30 Jul 2004)
    • (1800)CF21 Investment Adviser (1 Dec 2001 to 30 Jul 2004)
  • Paul Booker

    IRN PXB01607

    • (1972)CF21 Investment Adviser (16 Mar 2004 to 31 Oct 2004)
    • (1973)CF4 Partner (AR) (3 Jun 2003 to 31 Oct 2004)
    • (1971)CF22 Investment Adviser (Trainee) (3 Jun 2003 to 16 Mar 2004)
  • Paul Burrell

    IRN PXB00017

    • (103)CF21 Investment Adviser (1 Dec 2001 to 5 Apr 2003)
    • (104)CF7 Sole Trader (AR) (1 Dec 2001 to 5 Apr 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: (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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