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

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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.

• Dennis Holt

  IRN DXH01391

  • CF3 Chief Executive (26 Feb 2003 to 1 May 2003)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 30 Jun 2006)
• Dennis William Arber

  IRN DWA01026

  • CF22 Investment Adviser (Trainee) (17 Mar 2003 to 12 Aug 2003)
• Derek Di Marco

  IRN DXD00029

  • CF22 Investment Adviser (Trainee) (1 Oct 2003 to 3 Jul 2004)
• Derek Hepburn

  IRN DXH00017

  • CF21 Investment Adviser (9 Nov 2004 to 26 Sep 2005)
  • CF22 Investment Adviser (Trainee) (14 Jun 2004 to 9 Nov 2004)
  • CF4 Partner (AR) (14 Jun 2004 to 31 Oct 2004)
• Derek Ian Kean

  IRN DIK00001

  • CF21 Investment Adviser (25 Feb 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (10 Apr 2002 to 25 Feb 2003)
• Derek Murphy

  IRN DXM00024

  • CF21 Investment Adviser (1 Dec 2001 to 1 Aug 2002)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 1 Aug 2002)
• Derek Ryan Smith

  IRN DRS01164

  • SMF24 Chief Operations (since 5 Jun 2025)
  • [FCA CF] Significant management (4 Nov 2024 to 4 Jun 2025)
  • [FCA CF] Manager of certification employee (4 Nov 2024 to 4 Jun 2025)
• Dermod Gerald Atkinson

  IRN DGA00004

  • CF1 Director (AR) (17 Jul 2002 to 23 Sep 2003)
  • CF22 Investment Adviser (Trainee) (17 Jul 2002 to 23 Sep 2003)
• Desmond John Gooderham

  IRN DXG00106

  • CF21 Investment Adviser (1 Dec 2001 to 1 Jan 2004)
  • CF7 Sole Trader (AR) (1 Dec 2001 to 1 Jan 2004)
• Dewi Wyn Hughes

  IRN DWH00016

  • CF22 Investment Adviser (Trainee) (15 Feb 2002 to 4 Jul 2003)

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No changes recorded yet.