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.

• Adrian Richard Williamson

  IRN ARW00009

  • CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 30 Jun 2002)
  • CF21 Investment Adviser (1 Dec 2001 to 30 Jun 2002)
• Adrian Wayne Wilkins

  IRN AWW00013

  • CF1 Director (AR) (2 Aug 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (2 Aug 2004 to 31 Oct 2004)
• Agnes Walker Thomson

  IRN AWT00004

  • CF1 Director (AR) (1 Dec 2001 to 16 Sep 2002)
• Agnes Wallace Kerr McLachlan

  IRN AWM00018

  • CF22 Investment Adviser (Trainee) (26 Nov 2002 to 9 Dec 2002)
• Aidan Richard O'Neill

  IRN ARO01014

  • CF21 Investment Adviser (12 Mar 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (12 Jun 2003 to 12 Mar 2004)
• Aileen Margaret Gillan

  IRN AMG01217

  • [FCA CF] Material risk taker (28 Nov 2023 to 19 Feb 2025)
  • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 19 Feb 2025)
  • CF2 Non Executive Director (20 Feb 2019 to 8 Dec 2019)
• Akbal Singh Billing

  IRN ASB00022

  • CF1 Director (AR) (1 Dec 2001 to 31 Oct 2004)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Akhtarul Islam Choudhury

  IRN AIC00007

  • CF21 Investment Adviser (23 Dec 2003 to 11 Jan 2005)
  • CF22 Investment Adviser (Trainee) (3 Apr 2003 to 23 Dec 2003)
• Alan Finney

  IRN AXF00118

  • CF22 Investment Adviser (Trainee) (30 Jan 2003 to 15 Apr 2003)
• Alan George Wellings

  IRN AGW00016

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

• Aspen Morton Wealth Management (no longer appointed)

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• 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)

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No changes recorded yet.