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.

• Andrew James Thomas Parry

  IRN AJP00033

  • CF21 Investment Adviser (26 Feb 2004 to 31 Oct 2004)
  • CF1 Director (AR) (19 May 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (19 May 2003 to 26 Feb 2004)
• Andrew John Davidson

  IRN AJD00059

  • CF21 Investment Adviser (22 Dec 2003 to 16 Jul 2005)
  • CF22 Investment Adviser (Trainee) (17 Apr 2003 to 22 Dec 2003)
• Andrew John Dunn

  IRN AJD00030

  • CF1 Director (AR) (7 Mar 2003 to 31 Oct 2004)
  • CF4 Partner (AR) (1 Dec 2001 to 7 Mar 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Andrew John Henson

  IRN AJH00122

  • CF21 Investment Adviser (2 Oct 2002 to 31 Oct 2004)
• Andrew John Purvis

  IRN AJP01126

  • CF10a CASS Oversight function (1 Oct 2011 to 31 Jul 2013)
  • CF28 Systems and controls (1 Nov 2007 to 31 Oct 2016)
  • CF14 Risk Assessment (16 Feb 2005 to 31 Oct 2007)
  • CF1 Director (1 Dec 2001 to 31 Oct 2016)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 31 Oct 2016)
  • CF10 Compliance Oversight (1 Dec 2001 to 31 Oct 2016)
• Andrew John Torrens

  IRN AJT00008

  • CF21 Investment Adviser (1 Dec 2001 to 18 Apr 2003)
• Andrew Jonathan Turner

  IRN AJT00009

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2004)
• Andrew Joseph SMITH

  IRN AJS01659

  • CF29 Significant management (10 Apr 2014 to 16 Dec 2014)
  • CF10a CASS Oversight function (31 Jul 2013 to 16 Dec 2014)
  • CF1 Director (27 Sep 2012 to 1 Apr 2014)
• Andrew Keith Zanelli

  IRN AXZ00145

  • [FCA CF] Significant management (since 16 Dec 2025)
• Andrew Kelly

  IRN AXK00083

  • [FCA CF] Significant management (9 Dec 2019 to 21 Dec 2020)
  • [FCA CF] Material risk taker (9 Dec 2019 to 21 Dec 2020)

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

  FRN 409780 · Appointed 20 Oct 2004 · Until 31 Oct 2004

• Plan & Prosper Financial Services (no longer appointed)

  FRN 409183 · Appointed 11 Oct 2004 · Until 31 Oct 2004

• Marshall McDowell Ltd (no longer appointed)

  FRN 403142 · Appointed 28 Sep 2004 · Until 31 Oct 2004

• Zenith Mortgages Ltd (no longer appointed)

  FRN 401385 · Appointed 28 Sep 2004 · Until 31 Oct 2004

• Tom Atkins (no longer appointed)

  FRN 403724 · Appointed 8 Sep 2004 · Until 31 Oct 2004

• Campbell Martin Ltd (no longer appointed)

  FRN 402675 · Appointed 9 Aug 2004 · Until 3 Sep 2005

• 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)

  FRN 401672 · Appointed 29 Jun 2004 · Until 31 Oct 2004

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

  FRN 201462 · Appointed 21 Jun 2004 · Until 31 Oct 2004

No changes recorded yet.