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.

• Barry Pepper

  IRN BXP00019

  • CF21 Investment Adviser (21 Oct 2003 to 18 Oct 2004)
  • CF22 Investment Adviser (Trainee) (28 Mar 2003 to 21 Oct 2003)
  • CF4 Partner (AR) (28 Mar 2003 to 18 Oct 2004)
• Barry Robert Morris

  IRN BRM00005

  • CF21 Investment Adviser (5 Aug 2002 to 14 Mar 2003)
  • CF4 Partner (AR) (1 Dec 2001 to 28 Jul 2002)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 5 Aug 2002)
• Barry Snell

  IRN BXS00029

  • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2003)
• Barry Widdowson

  IRN BXW00046

  • CF4 Partner (AR) (12 Feb 2004 to 18 Oct 2004)
  • CF21 Investment Adviser (12 Feb 2004 to 18 Oct 2004)
• Ben George Turner

  IRN BXT00491

  • [FCA CF] Significant management (since 26 Aug 2025)
• Bernard James Montgomery

  IRN BJM00021

  • CF4 Partner (AR) (1 Dec 2001 to 16 Sep 2002)
• Bertrand Poupart-Lafarge

  IRN BXP01398

  • CF1 Director (23 Oct 2013 to 31 Oct 2016)
• Beverley Michelle Steels

  IRN BMS01040

  • CF1 Director (AR) (24 Dec 2002 to 29 Oct 2003)
• Brendan Dermoit O'Brien

  IRN BDO00002

  • CF21 Investment Adviser (13 Mar 2003 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (10 Feb 2003 to 13 Mar 2003)
• Brendon Campbell Pardington

  IRN BCP01016

  • CF1 Director (AR) (13 Aug 2004 to 3 Sep 2005)
  • CF22 Investment Adviser (Trainee) (13 Aug 2004 to 24 Sep 2004)
  • CF21 Investment Adviser (1 Dec 2001 to 24 Sep 2004)

• Aspen Morton Wealth Management (no longer appointed)

  FRN 227605 · Appointed 12 Aug 2003 · Until 30 Sep 2003

• Complete Financial Solutions (UK) Ltd (no longer appointed)

  FRN 227514 · Appointed 8 Aug 2003 · Until 31 Oct 2004

• Moneywise Financial Management (no longer appointed)

  FRN 214492 · Appointed 23 Jul 2003 · Until 31 Oct 2004

• Northern Lights Financial Services (no longer appointed)

  FRN 226504 · Appointed 18 Jul 2003 · Until 31 Oct 2004

• 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

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

  FRN 225862 · Appointed 27 Jun 2003 · Until 31 Oct 2004

• M & M Mortgage Solutions (no longer appointed)

  FRN 225856 · Appointed 27 Jun 2003 · Until 31 Dec 2004

No changes recorded yet.