Elevate Portfolio Services Limited

• 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

• Authorised to Operate

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  • · 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

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  • · 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

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  • · 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

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  • · 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

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  • · 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 Hide 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.

• 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 Hide 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.

• Charles Arthur Christopher Field

  IRN CAF00010

  • CF24 Pension Transfer Specialist (1 Dec 2001 to 17 Dec 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 13 May 2005)
• Charles Jackson

  IRN CEJ00001

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Charles Robert Donohue

  IRN CRD00014

  • CF1 Director (AR) (11 Mar 2004 to 31 Oct 2004)
  • CF21 Investment Adviser (15 Jul 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (22 Nov 2002 to 15 Jul 2003)
• Charles Stewart Ferguson

  IRN CSF00002

  • CF21 Investment Adviser (1 Dec 2001 to 1 Jul 2005)
• Cheryl Toner

  IRN CXT01385

  • CF1 Director (20 Jul 2010 to 10 Mar 2014)
• Chioma Alexandra Nwosu

  IRN CAN01020

  • CF22 Investment Adviser (Trainee) (23 Jan 2002 to 4 Jul 2003)
• Chris Creese

  IRN CXC00102

  • CF21 Investment Adviser (10 Dec 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (20 May 2003 to 10 Dec 2003)
  • CF1 Director (AR) (20 May 2003 to 31 Oct 2004)
• Christine Elizabeth Johnston

  IRN CEJ00003

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Christine Mary McCreery

  IRN CMM00004

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Christine Rowley

  IRN CXR00230

  • [FCA CF] Significant management (23 Apr 2021 to 7 Mar 2025)

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• Moneymatters (no longer appointed)

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• M & N Financial Consultancy (no longer appointed)

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• Alexander Knight Financial Management (no longer appointed)

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• Albrighton Wealth Management Limited (no longer appointed)

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• Greystone Insurance (no longer appointed)

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No changes recorded yet.