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.

• Stuart John Raber

  IRN SJR00006

  • CF21 Investment Adviser (11 Dec 2003 to 27 Jan 2005)
  • CF22 Investment Adviser (Trainee) (29 May 2003 to 11 Dec 2003)
  • CF1 Director (AR) (29 May 2003 to 27 Jan 2005)
• Stuart Lapsley MacLennan

  IRN SXM00852

  • [FCA CF] Manager of certification employee (since 1 Jan 2026)
  • [FCA CF] Significant management (since 1 Dec 2025)
  • SMF3 Executive Director (29 Mar 2023 to 29 Jan 2025)
  • [FCA CF] Material risk taker (18 Nov 2021 to 29 Mar 2023)
  • [FCA CF] Significant management (18 Nov 2021 to 29 Mar 2023)
• Stuart McKenzie Reid

  IRN SMR01079

  • CF22 Investment Adviser (Trainee) (22 Jul 2002 to 4 Nov 2002)
• Stuart McNairn

  IRN SXM01675

  • CF21 Investment Adviser (21 Nov 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (14 May 2003 to 21 Nov 2003)
• Stuart Raymond Peate

  IRN SRP00031

  • CF21 Investment Adviser (10 Jun 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (25 Nov 2003 to 10 Jun 2004)
• Stuart Richard Hickman

  IRN SRH00017

  • CF21 Investment Adviser (1 Dec 2001 to 1 Dec 2003)
• Stuart Russell Wemyss

  IRN SRW01115

  • SMF18 Other Overall Responsibility (19 Jan 2021 to 5 Feb 2024)
  • [FCA CF] Material risk taker (9 Dec 2019 to 19 Jan 2021)
  • [FCA CF] Significant management (9 Dec 2019 to 19 Jan 2021)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 19 Jan 2021)
• Stuart William Thorpe

  IRN SWT01025

  • CF22 Investment Adviser (Trainee) (28 Nov 2003 to 1 Jun 2004)
• Suki Jayne Darnell

  IRN SJD01201

  • CF1 Director (AR) (20 Aug 2003 to 11 Sep 2003)
• Sunitha Kaur Soni

  IRN SKS00014

  • CF21 Investment Adviser (18 Apr 2005 to 26 Sep 2005)
  • CF22 Investment Adviser (Trainee) (8 Aug 2003 to 18 Apr 2005)

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• Moneywise Financial Management (no longer appointed)

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• Priorities Financial Planning (no longer appointed)

  FRN 226307 · Appointed 14 Jul 2003 · Until 24 Apr 2005

• Beacon Financial Solutions (no longer appointed)

  FRN 226254 · Appointed 10 Jul 2003 · Until 31 Oct 2004

• Maxam Financial Services LLP (no longer appointed)

  FRN 226224 · Appointed 9 Jul 2003 · Until 31 Oct 2004

• Richard Butler & Associates (no longer appointed)

  FRN 200931 · Appointed 7 Jul 2003 · Until 31 Oct 2004

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• M & M Mortgage Solutions (no longer appointed)

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No changes recorded yet.