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.

• Lisa Marie Williams

  IRN LMC00014

  • CF22 Investment Adviser (Trainee) (31 Jul 2002 to 8 May 2003)
• Lisa Michelle Laughton

  IRN LML00016

  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 Nov 2002)
• Lorraine Thomson

  IRN LXT00334

  • [FCA CF] Significant management (11 Mar 2025 to 31 Aug 2025)
• Louisa Barnett

  IRN LXB81166

  • [FCA CF] Manager of certification employee (24 Mar 2025 to 28 Apr 2025)
  • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)
• Louise Williams

  IRN LXW00016

  • SMF2 Chief Finance (since 29 Jan 2025)
  • SMF3 Executive Director (since 29 Jan 2025)
  • [FCA CF] Significant management (6 Jan 2025 to 29 Jan 2025)
• Luiza Maria Anne Todd

  IRN LMT01025

  • CF22 Investment Adviser (Trainee) (24 Aug 2004 to 31 Oct 2004)
• Luke Wilson

  IRN LXW00468

  • [FCA CF] Significant management (since 28 Apr 2025)
• Lydia Buttinger

  IRN LXB00087

  • [FCA CF] Manager of certification employee (26 Feb 2021 to 28 Mar 2022)
  • [FCA CF] Material risk taker (29 Oct 2020 to 28 Mar 2022)
  • [FCA CF] Significant management (29 Oct 2020 to 28 Mar 2022)
• Lynne Foster

  IRN LXF01086

  • CF21 Investment Adviser (25 May 2005 to 26 Sep 2005)
  • CF22 Investment Adviser (Trainee) (4 Aug 2004 to 25 May 2005)
• Lynne Ida Eagle

  IRN LIE00001

  • CF21 Investment Adviser (25 Jul 2005 to 26 Sep 2005)
  • CF22 Investment Adviser (Trainee) (15 Sep 2004 to 25 Jul 2005)

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No changes recorded yet.