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

  Show 1 limitation Hide limitations

  • · 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

  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.

• 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 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.
  • · 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.

• Fiona McGowan

  IRN FXM00023

  • [FCA CF] Significant management (9 Dec 2019 to 19 Oct 2023)
  • [FCA CF] Material risk taker (9 Dec 2019 to 31 Dec 2022)
• Fiona Rankin

  IRN FXR00005

  • CF21 Investment Adviser (1 Dec 2001 to 1 Aug 2002)
• Fletcher Crellin

  IRN FXC00007

  • CF21 Investment Adviser (1 Dec 2001 to 18 Jul 2005)
• Frances Ann Newsome

  IRN FAN00001

  • CF21 Investment Adviser (3 Jun 2003 to 2 Sep 2003)
  • CF22 Investment Adviser (Trainee) (26 Oct 2002 to 3 Jun 2003)
• Francois De Meneval

  IRN FXD01123

  • CF2 Non Executive Director (14 Jul 2011 to 12 Jun 2012)
  • CF1 Director (20 Sep 2005 to 14 Jul 2011)
• Frank Charles Mullenger

  IRN FCM00006

  • CF22 Investment Adviser (Trainee) (30 Apr 2003 to 12 Aug 2003)
• Frank Edwin Oxberry

  IRN FEO00001

  • CF21 Investment Adviser (21 Aug 2003 to 23 Dec 2004)
  • CF22 Investment Adviser (Trainee) (26 Jun 2002 to 21 Aug 2003)
  • CF1 Director (AR) (26 Jun 2002 to 23 Dec 2004)
• Frank James Gadd

  IRN FJG00008

  • CF22 Investment Adviser (Trainee) (3 Jul 2003 to 23 Mar 2004)
• Frederick Brian Fryer - Kelsey

  IRN FBF00001

  • CF4 Partner (AR) (1 Dec 2001 to 1 Sep 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 17 Jul 2002)
• Frederick Dean

  IRN FXD01083

  • CF22 Investment Adviser (Trainee) (21 May 2002 to 20 Feb 2003)

• Ash Financial Solutions (no longer appointed)

  FRN 214265 · Appointed 18 Feb 2003 · Until 29 Jun 2005

• Froggett Financial Mortgage Services Ltd (no longer appointed)

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• D.B. Financial Services (no longer appointed)

  FRN 211726 · Appointed 18 Feb 2003 · Until 4 Apr 2005

• Complete Consulting UK Ltd (no longer appointed)

  FRN 213135 · Appointed 18 Feb 2003 · Until 18 Mar 2005

• Moneymatters (no longer appointed)

  FRN 211334 · Appointed 18 Feb 2003 · Until 31 Oct 2004

• M & N Financial Consultancy (no longer appointed)

  FRN 216762 · Appointed 18 Feb 2003 · Until 31 Oct 2004

• Alexander Knight Financial Management (no longer appointed)

  FRN 216694 · Appointed 18 Feb 2003 · Until 31 Oct 2004

• Cameron Scott Healthcare Ltd (no longer appointed)

  FRN 209808 · Appointed 18 Feb 2003 · Until 14 Jan 2005

• Albrighton Wealth Management Limited (no longer appointed)

  FRN 214281 · Appointed 18 Feb 2003 · Until 31 Oct 2004

• Greystone Insurance (no longer appointed)

  FRN 216510 · Appointed 18 Feb 2003 · Until 31 Oct 2004

No changes recorded yet.