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

  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.

• 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

  Show 3 limitations Hide 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 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.

• Gareth Jude Murphy

  IRN GJM01098

  • SMF7 Group Entity Senior Manager (since 12 Feb 2020)
• Garry David McLuckie

  IRN GDM01100

  • [FCA CF] Significant management (since 11 Mar 2026)
• Garry Wilcox

  IRN GXW00071

  • CF21 Investment Adviser (17 Dec 2003 to 31 Oct 2004)
  • CF1 Director (AR) (10 Apr 2002 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (10 Apr 2002 to 17 Dec 2003)
• Garth Malcolm Scott

  IRN GXS00070

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2004)
• Gary Alan McPheat

  IRN GXM00102

  • CF1 Director (AR) (1 Apr 2004 to 31 Oct 2004)
  • CF21 Investment Adviser (1 Apr 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (19 Dec 2002 to 31 Mar 2004)
• Gary Alexander Cochrane

  IRN GXC00190

  • [FCA CF] Significant management (30 Mar 2020 to 27 May 2022)
• Gary Elliot

  IRN GXE01092

  • CF22 Investment Adviser (Trainee) (5 Jul 2004 to 31 Oct 2004)
• Gary Frederick Kane

  IRN GXK00015

  • CF22 Investment Adviser (Trainee) (21 Jun 2002 to 13 May 2003)
• Gary Greenwood

  IRN GXG00041

  • CF21 Investment Adviser (28 May 2002 to 5 Aug 2004)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 May 2002)
• Gary John Sheehan

  IRN GJS00024

  • CF22 Investment Adviser (Trainee) (24 Feb 2003 to 23 Jul 2003)

• Countryside Financial Solutions (no longer appointed)

  FRN 222003 · Appointed 14 Jan 2003 · Until 2 Sep 2004

• AS Financial Services (no longer appointed)

  FRN 221952 · Appointed 13 Jan 2003 · Until 12 Nov 2003

• MA Crockett & AK Dawe (no longer appointed)

  FRN 221838 · Appointed 9 Jan 2003 · Until 31 Oct 2004

• SHL Insurance Services (no longer appointed)

  FRN 221759 · Appointed 7 Jan 2003 · Until 31 Oct 2004

• Qunatum 3 Financial Services (no longer appointed)

  FRN 221490 · Appointed 20 Dec 2002 · Until 20 Dec 2002

• Henley Financial Services (no longer appointed)

  FRN 221418 · Appointed 17 Dec 2002 · Until 1 Oct 2004

• North Star Financial Solutions Ltd (no longer appointed)

  FRN 221399 · Appointed 16 Dec 2002 · Until 1 Aug 2005

• Barker Lewis Associates (no longer appointed)

  FRN 221403 · Appointed 16 Dec 2002 · Until 31 Oct 2004

• White Rose Consultancy (no longer appointed)

  FRN 221371 · Appointed 13 Dec 2002 · Until 31 Oct 2004

• Chambers Financial Services (no longer appointed)

  FRN 221369 · Appointed 13 Dec 2002 · Until 16 Aug 2005

No changes recorded yet.