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.

• Mark Neil Manley

  IRN MNM00010

  • CF21 Investment Adviser (1 Aug 2003 to 1 May 2004)
  • CF22 Investment Adviser (Trainee) (2 Jun 2003 to 1 Aug 2003)
• Mark Owen Harrison

  IRN MOH00002

  • CF21 Investment Adviser (18 Mar 2002 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (1 Jan 2002 to 18 Mar 2002)
• Mark Peter Brownlow

  IRN MPB00004

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Mark Richard Beavis Versey

  IRN MRV01010

  • CF1 Director (20 Jul 2010 to 15 Sep 2010)
  • CF29 Significant management (26 Sep 2008 to 20 Jul 2010)
• Mark Robert Gould

  IRN MRG00026

  • CF22 Investment Adviser (Trainee) (26 Nov 2002 to 28 Feb 2003)
• Mark Stephen Wilson

  IRN MXW00649

  • SMF4 Chief Risk (since 25 Jun 2025)
  • [FCA CF] Manager of certification employee (15 May 2025 to 24 Jun 2025)
  • [FCA CF] Significant management (15 May 2025 to 24 Jun 2025)
  • [FCA CF] Material risk taker (15 May 2025 to 24 Jun 2025)
• Mark Watson

  IRN MXW00976

  • [FCA CF] Manager of certification employee (14 Oct 2025 to 29 Oct 2025)
  • [FCA CF] Significant management (1 Jul 2025 to 29 Oct 2025)
• Mark William Higby

  IRN MWH00019

  • CF22 Investment Adviser (Trainee) (14 Aug 2003 to 12 Sep 2003)
• Martin Berkley

  IRN MXB00437

  • [FCA CF] Significant management (since 9 Dec 2019)
• Martin Bowden

  IRN MXB00553

  • [FCA CF] Significant management (9 Dec 2019 to 20 Dec 2019)

• M Byrne Insurance (no longer appointed)

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• Alan Bell Mortgages Ltd (no longer appointed)

  FRN 401092 · Appointed 26 May 2004 · Until 31 Oct 2004

• J.J. Collins Financial Services (no longer appointed)

  FRN 401071 · Appointed 25 May 2004 · Until 31 Oct 2004

• Tony Walker Financial Planning Services (no longer appointed)

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• Martin Currington Estate Agents (no longer appointed)

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• Elliots Financial Services (no longer appointed)

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No changes recorded yet.