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

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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.

• Richard Kenneth Craig

  IRN RKC00006

  • CF21 Investment Adviser (2 Jan 2003 to 31 Dec 2004)
  • CF22 Investment Adviser (Trainee) (14 May 2002 to 2 Jan 2003)
• Richard Kirchen

  IRN RXK00010

  • CF22 Investment Adviser (Trainee) (28 Jan 2004 to 30 Oct 2004)
  • CF21 Investment Adviser (1 Dec 2001 to 12 Jan 2004)
• Richard Neil Kirby

  IRN RNK00002

  • CF22 Investment Adviser (Trainee) (23 Sep 2003 to 30 Apr 2004)
• Richard Norman Notley

  IRN RNN00001

  • CF21 Investment Adviser (8 Oct 2002 to 12 Mar 2004)
• Richard Owen Cook

  IRN ROC00001

  • CF21 Investment Adviser (1 Dec 2001 to 1 Aug 2002)
• Richard Robert Dempsey Ridler

  IRN RRR00006

  • CF4 Partner (1 Dec 2001 to 3 Jul 2002)
• Richard Simon Wilson

  IRN RSW01076

  • SMF7 Group Entity Senior Manager (since 8 Aug 2025)
  • [FCA CF] Manager of certification employee (24 Mar 2025 to 8 Aug 2025)
  • [FCA CF] Significant management (19 Nov 2024 to 8 Aug 2025)
  • [FCA CF] Material risk taker (19 Nov 2024 to 8 Aug 2025)
• Richard Stuart Wilding

  IRN RSW00022

  • CF21 Investment Adviser (9 Jun 2004 to 31 Oct 2004)
  • CF1 Director (AR) (3 Jun 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (3 Jun 2003 to 9 Jun 2004)
• Richard Thomas Sugden

  IRN RTS00010

  • CF21 Investment Adviser (18 Aug 2003 to 31 Dec 2004)
  • CF22 Investment Adviser (Trainee) (18 Nov 2002 to 18 Aug 2003)
• Richard William Dew

  IRN RWD00030

  • CF21 Investment Adviser (25 Feb 2003 to 1 Dec 2003)
  • CF22 Investment Adviser (Trainee) (31 May 2002 to 25 Feb 2003)

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No changes recorded yet.