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.

• Jonathan Redhead

  IRN JXR00872

  • [FCA CF] Significant management (23 Oct 2024 to 28 Apr 2025)
• Jonathan Robert Marcellus Paardekooper

  IRN JRP00048

  • CF21 Investment Adviser (1 Mar 2004 to 11 Jul 2005)
  • CF22 Investment Adviser (Trainee) (16 Apr 2003 to 1 Mar 2004)
• Jonathan Robson Pears

  IRN JRP01185

  • CF28 Systems and controls (24 Nov 2017 to 3 Sep 2018)
• Jonny Black

  IRN JXB00527

  • SMF18 Other Overall Responsibility (since 20 Aug 2025)
  • [FCA CF] Material risk taker (1 Jan 2025 to 19 Aug 2025)
  • [FCA CF] Manager of certification employee (1 Jan 2025 to 19 Aug 2025)
  • SMF3 Executive Director (23 Feb 2023 to 31 Dec 2024)
  • [FCA CF] Significant management (9 Dec 2019 to 23 Feb 2023)
• Joseph Terrence Hayes

  IRN JTH00017

  • CF21 Investment Adviser (9 Sep 2003 to 8 Aug 2005)
  • CF7 Sole Trader (AR) (26 Nov 2002 to 8 Aug 2005)
  • CF22 Investment Adviser (Trainee) (26 Nov 2002 to 9 Sep 2003)
• Joseph Toner

  IRN JXT01396

  • CF22 Investment Adviser (Trainee) (3 Sep 2004 to 10 Aug 2005)
• Juli-Anna McCallum

  IRN JXM04280

  • [FCA CF] Significant management (since 13 May 2025)
• Julian Mark Swann

  IRN JMS00043

  • CF22 Investment Adviser (Trainee) (5 Mar 2003 to 6 Dec 2003)
• Julian Martin Kemp

  IRN JMK00008

  • CF21 Investment Adviser (25 Nov 2002 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Nov 2002)
• Julian Peter Gunning

  IRN JPG00019

  • CF21 Investment Adviser (1 Dec 2001 to 30 Oct 2004)

• Marketing Services (Scotland) Ltd (no longer appointed)

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• Joseph Wallace Insurance Service (no longer appointed)

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• Mortgage Makers (UK) Ltd (no longer appointed)

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• Clear Thinking Solutions Ltd (no longer appointed)

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• ADS Mortgage & Financial Planning Ltd (no longer appointed)

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• John S Pidgeon & Associates Ltd (no longer appointed)

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• Bradley & Howe Financial Services Ltd (no longer appointed)

  FRN 228108 · Appointed 27 Aug 2003 · Until 31 Oct 2004

• Creative Wealth Limited (no longer appointed)

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• Small Business Services (no longer appointed)

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No changes recorded yet.