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.

• Simon Russon

  IRN SMR00012

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Siobhan Geraldine Boylan

  IRN SXB02145

  • SMF7 Group Entity Senior Manager (since 30 Sep 2025)
  • [FCA CF] Significant management (21 Jul 2025 to 29 Sep 2025)
  • [FCA CF] Material risk taker (21 Jul 2025 to 29 Sep 2025)
• Smain Badaoui

  IRN SXB00076

  • CF4 Partner (AR) (1 Dec 2001 to 31 Dec 2001)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2002)
• Sonia Wolsey-Cooper

  IRN SMW01131

  • CF1 Director (7 May 2010 to 13 Sep 2010)
• Sonja Madeleine Foers

  IRN SMF01060

  • CF21 Investment Adviser (24 Sep 2003 to 9 Jan 2004)
  • CF22 Investment Adviser (Trainee) (28 Jan 2003 to 24 Sep 2003)
• Sophie Isabelle Resplandy Bernard

  IRN SIR01019

  • CF2 Non Executive Director (22 Feb 2012 to 1 Mar 2012)
• Spencer Martin Deacon

  IRN SMD00036

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Stanley Collins

  IRN SXC00098

  • CF21 Investment Adviser (17 Nov 2003 to 1 Aug 2005)
  • CF7 Sole Trader (AR) (23 Apr 2003 to 1 Aug 2005)
  • CF22 Investment Adviser (Trainee) (23 Apr 2003 to 17 Nov 2003)
• Stephanie Jane Bruce

  IRN SJB01716

  • SMF7 Group Entity Senior Manager (12 Feb 2020 to 10 May 2023)
• Stephen Andrew Read

  IRN SAR00015

  • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Oct 2004)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)

• A .G. Mortgage Services (no longer appointed)

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• Zenith Mortgages Ltd (no longer appointed)

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• Tom Atkins (no longer appointed)

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• Campbell Martin Ltd (no longer appointed)

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• Face 2 Face Financial Solutions Ltd (no longer appointed)

  FRN 402343 · Appointed 22 Jul 2004 · Until 31 Oct 2004

• Assured Financial Solutions UK Ltd (no longer appointed)

  FRN 401733 · Appointed 30 Jun 2004 · Until 25 Apr 2005

• Compass Financial Planning Limited (no longer appointed)

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• Malcolm James & Partners Estate Agents (no longer appointed)

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No changes recorded yet.