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.

• Andrew Dalton

  IRN AXD00065

  • CF21 Investment Adviser (1 Dec 2001 to 1 May 2003)
• Andrew Daniels

  IRN AXD77388

  • [FCA CF] Material risk taker (30 Mar 2020 to 25 Feb 2021)
  • [FCA CF] Significant management (30 Mar 2020 to 25 Feb 2021)
• Andrew Fish

  IRN AXF00030

  • CF21 Investment Adviser (26 Sep 2003 to 20 Aug 2004)
  • CF22 Investment Adviser (Trainee) (24 Feb 2003 to 26 Sep 2003)
• Andrew Francis Mulligan

  IRN AFM00022

  • CF1 Director (AR) (2 Oct 2003 to 31 Oct 2004)
• Andrew Geoffrey Thomas Barker

  IRN AGB00040

  • CF21 Investment Adviser (15 Aug 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (23 Dec 2002 to 15 Aug 2003)
• Andrew Hall Goldsworthy

  IRN AHG00011

  • CF1 Director (1 Dec 2001 to 17 Sep 2003)
• Andrew Hambly Silcox

  IRN AXS05460

  • SMF16 Compliance Oversight (9 Jun 2025 to 27 Feb 2026)
  • [FCA CF] Significant management (14 Apr 2025 to 8 Jun 2025)
  • [FCA CF] Material risk taker (14 Apr 2025 to 8 Jun 2025)
• Andrew James Buchanan

  IRN AJB00240

  • CF4 Partner (AR) (2 Oct 2003 to 31 Oct 2004)
  • CF21 Investment Adviser (1 Dec 2001 to 11 Jul 2003)
• Andrew James Gough

  IRN AXG00154

  • CF21 Investment Adviser (1 Dec 2001 to 4 Feb 2002)
• Andrew James Hyde

  IRN AJH00064

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)

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

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• Joseph Wallace Insurance Service (no longer appointed)

  FRN 229104 · Appointed 23 Oct 2003 · Until 28 Jul 2005

• Sea Sense Mortgages Ltd (no longer appointed)

  FRN 228858 · Appointed 9 Oct 2003 · Until 10 Mar 2005

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

  FRN 228765 · Appointed 2 Oct 2003 · Until 31 Oct 2004

• Clear Thinking Solutions Ltd (no longer appointed)

  FRN 228624 · Appointed 24 Sep 2003 · Until 31 Oct 2004

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

  FRN 228575 · Appointed 19 Sep 2003 · Until 31 Oct 2004

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

  FRN 228563 · Appointed 18 Sep 2003 · Until 31 Oct 2004

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

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

• Creative Wealth Limited (no longer appointed)

  FRN 227854 · Appointed 22 Aug 2003 · Until 1 Oct 2003

• Small Business Services (no longer appointed)

  FRN 200323 · Appointed 21 Aug 2003 · Until 31 Oct 2004

No changes recorded yet.