Elevate Portfolio Services Limited

Date authorised
1 April 2013
Companies House
01128611
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

    Show 1 limitation
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Baldev Raj Gaddu

    IRN BRG00005

    • CF21 Investment Adviser (29 Sep 2003 to 31 Dec 2004)
    • CF22 Investment Adviser (Trainee) (3 Apr 2003 to 29 Sep 2003)
  • Barbara Ann Reilly

    IRN BAR01020

    • CF1 Director (1 Dec 2001 to 31 Dec 2005)
  • Barrie Thornley

    IRN BXT00024

    • CF21 Investment Adviser (1 Dec 2001 to 1 Apr 2005)
  • Barry Cockburn

    IRN BXC00030

    • CF21 Investment Adviser (1 Dec 2001 to 30 Aug 2002)
  • Barry Douglas Cook

    IRN BDC00008

    • CF22 Investment Adviser (Trainee) (11 Feb 2004 to 20 Jun 2005)
  • Barry James Kane

    IRN BXK08640

    • SMF4 Chief Risk (27 Sep 2023 to 26 Apr 2024)
    • SMF16 Compliance Oversight (9 Dec 2019 to 21 Mar 2025)
    • CF10 Compliance Oversight (26 Feb 2019 to 8 Dec 2019)
  • Barry James Magill

    IRN BJM01226

    • CF11 Money Laundering Reporting (4 Apr 2018 to 3 Sep 2018)
  • Barry John Edward Mathews

    IRN BJM01136

    • CF4 Partner (AR) (8 Mar 2004 to 31 Oct 2004)
  • Barry John Willis

    IRN BJW00025

    • CF21 Investment Adviser (9 May 2002 to 23 Sep 2002)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 9 May 2002)
  • Barry Martin Boreham

    IRN BMB00003

    • CF1 Director (AR) (23 Jan 2004 to 31 Oct 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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