Elevate Portfolio Services Limited

Reference number: 144849

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When aberdeenadviser.com first appeared online, and whether it can receive email
  • What kind of line 0131 372 7298 is, and the other firm that gives it
  • Who else gives the postcode EH12 9JQ
Instant PDF download
Other names (12)

If you were contacted under any of these names, it is this firm.

  • Aberdeen Trading name
  • abrdn Trading name
  • abrdn Elevate Trading name
  • Elevate Trading name
  • Standard Life Self Investor Trading name
  • AXA Portfolio Services Limited Former name
  • AXA Sun Life Portfolio Services Limited Former name
  • Sun Life Portfolio Counselling Services Limited Former name
  • Architas Former trading name
  • AXA Distribution Services Former trading name
  • AXA Self Investor Former trading name
  • AXA Wealth Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Establishing/operating/winding up a personal pension scheme
  • Making arrangements with a view to transactions in investments
  • Safeguarding and administration of assets (without arranging)

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
01128611
Company status
Active
Company type
Private limited company
Incorporated
13 August 1973 (53 years old)
Registered office
280 Bishopsgate, London, EC2M 4AG, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Carolyn Cathleen Raffaeli Director Dec 1956 20 Feb 2019 4 other companies
Hannah Melissa Wood Grove Director Dec 1963 24 May 2022 3 other companies
Rushad Abadan Director Oct 1973 1 Jan 2025 4 other companies
Jacqueline Cecilia Kilgour Director Sep 1963 28 Jan 2025 6 other companies
Richard Graham Denning Director Dec 1970 29 May 2026 3 other companies
Aron William Mitchell Director Mar 1972 14 Oct 2026 15 other companies
ABERDEEN CORPORATE SECRETARY LIMITED Corporate secretary Not published 30 Apr 2020 –

Other companies run by these 6 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
28
closed down
4
went insolvent
1

In the full report: all 28 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 9 on the FCA register
  • The 3 companies these 6 directors run together
  • All 58 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

Elevate Portfolio Services’s history from the FCA register and Companies House, newest first.

Key events (12) All events (139)

2017

24 April 2017

  • Changed its registered name from "AXA Portfolio Services Limited"

FCA register

2016

31 October 2016

  • Board replaced: all 6 directors left and 4 new directors took over
  • Aberdeen Platform Limited took control (75–100% of shares)
  • Axa UK PLC gave up control

Companies House

6 April 2016

  • Axa UK PLC took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

12 January 2001

  • Changed its registered name from "AXA Sun Life Portfolio Services Limited"

FCA register

1998

6 April 1998

  • Changed its registered name from "Sun Life Portfolio Counselling Services Limited"

FCA register

1995

20 February 1995

  • Regulated by the Personal Investment Authority from this date

FCA register

1973

13 August 1973

  • Incorporated at Companies House

Companies House

In the full report: all 139 events

  • All 139 events in its history (12 shown here)
  • Every director appointment and resignation: 109
Instant PDF download

Firms connected to Elevate Portfolio Services

Other FCA-listed firms that share a director, phone number or address with Elevate Portfolio Services. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
2
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (1)
  • Who links each one: the named directors, with dates
  • 7 past links through former directors
Instant PDF download

Firms like Elevate Portfolio Services

Other firms of the same type (investment platform or stockbroker), nearest first.

In Edinburgh

Nucleus Financial Services LimitedEdinburghAuthorisedAberdeen Platform LimitedEdinburghAuthorisedGraphene Platforms LimitedEdinburghAuthorisedMultrees Investor Services LimitedEdinburghAuthorisedRadiant Platform Management LimitedEdinburghAuthorisedAegon Investment Solutions Ltd.EdinburghAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Elevate Portfolio Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 28 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 139 events in its history
  • 2 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Elevate Portfolio Services Limited FCA authorised?
Yes, Elevate Portfolio Services Limited (FRN 144849) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment platform or stockbroker. The FCA has placed no limits on its permissions.
What is Elevate Portfolio Services’ phone number and website?
The FCA register lists the phone number 0131 372 7298 and the website aberdeenadviser.com for Elevate Portfolio Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Elevate Portfolio Services a scam or clone?
Elevate Portfolio Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Elevate Portfolio Services?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Elevate Portfolio Services to the Financial Ombudsman Service, free of charge.
Who owns Elevate Portfolio Services?
Elevate Portfolio Services is owned by Aberdeen Platform Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 31 October 2016. Before that, it was controlled by Axa UK PLC.
Who runs Elevate Portfolio Services?
Companies House lists 6 directors of Elevate Portfolio Services: Carolyn Cathleen Raffaeli, Hannah Melissa Wood Grove, Rushad Abadan, Jacqueline Cecilia Kilgour, Richard Graham Denning and Aron William Mitchell.
How long has Elevate Portfolio Services been in business?
The company was formed on 13 August 1973, and has held its current FCA authorisation since December 2001.
Does Elevate Portfolio Services use any other names?
It trades as Aberdeen, abrdn, abrdn Elevate, Elevate and Standard Life Self Investor. It has previously used 7 other names, including AXA Portfolio Services Limited, AXA Sun Life Portfolio Services Limited and Sun Life Portfolio Counselling Services Limited.

Sources and links

The full report on Elevate Portfolio Services Limited

£19.99 · Instant PDF download

Loading secure checkout…