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

  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.

• Kirsten Elizabeth Watson

  IRN KXW00143

  • SMF18 Other Overall Responsibility (3 Oct 2022 to 26 Aug 2025)
  • [FCA CF] Manager of certification employee (15 Apr 2022 to 3 Oct 2022)
  • [FCA CF] Material risk taker (21 Jan 2022 to 3 Oct 2022)
  • [FCA CF] Significant management (21 Jan 2022 to 3 Oct 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 21 Jan 2022)
• Kris Stephen John Sweeney

  IRN KSS00009

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Kristy Barr

  IRN KXB01281

  • [FCA CF] Client dealing (9 Dec 2019 to 10 May 2021)
• Kulminder Billing

  IRN KXB01319

  • CF22 Investment Adviser (Trainee) (18 Jul 2002 to 22 Apr 2003)
• Kyle Linton

  IRN KXL00325

  • [FCA CF] Significant management (since 5 Sep 2024)
• Laura Wright

  IRN LXW00040

  • CF21 Investment Adviser (1 Dec 2001 to 1 May 2003)
• Laurence Allen

  IRN LXA00019

  • CF21 Investment Adviser (17 Jun 2002 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Jun 2002)
• Lawrence John Belcher

  IRN LJB00004

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Lawrence Keith Watts

  IRN LKW00003

  • CF1 Director (AR) (4 Sep 2003 to 22 Oct 2003)
  • CF22 Investment Adviser (Trainee) (4 Sep 2003 to 4 Nov 2003)
• Lee Darren Williams

  IRN LDW01017

  • CF1 Director (AR) (26 Mar 2004 to 31 Oct 2004)
  • CF21 Investment Adviser (27 Aug 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (26 Nov 2002 to 27 Aug 2003)
  • CF7 Sole Trader (AR) (26 Nov 2002 to 26 Mar 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.