Elevate Specialty Limited

Reference number: 1022230

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Elevate Specialty Limited (FRN 1022230) is an AR of ADVENT SOLUTIONS MANAGEMENT LIMITED (FRN 308751). When you use Elevate Specialty's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Elevate Specialty, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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 elevatespecialty.com first appeared online, and whether it can receive email
  • What kind of line 07807 080331 is
  • Who else gives the postcode EC3M 5JF
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Advent Solutions Management Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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 status
Active
Company type
Private limited company
Incorporated
16 April 2024 (2 years old)
Registered office
4th Floor, 107 Fenchurch Street, London, EC3M 5JF, England
Nature of business
  • Other information technology service activities (SIC 62090)
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Mahmoud Attia Director Oct 1988 16 Apr 2024 None
Robin Stagg Director Sep 1981 21 Oct 2024 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 30 April 2025Micro-entity accountsNot audited

Net assets

£443k

No earlier figure to compare

Employees (average)

7

No earlier figure to compare

Owed within a year

£42.8k

No earlier figure to compare

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 15651787. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

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

2024

12 December 2024

  • Became an appointed representative

FCA register

21 October 2024

  • Robin Stagg appointed as a director

Companies House

1 October 2024

  • Robin Stagg became a part-owner (25–50% of shares)

Companies House

16 April 2024

  • Incorporated at Companies House
  • Mahmoud Attia became a part-owner (25–50% of shares)
  • Mahmoud Attia appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Elevate Specialty

Other firms of the same type (insurance broker), nearest first.

In London

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 Specialty

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • All 6 events in its history

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Frequently asked questions about this firm

Is Elevate Specialty Limited FCA authorised?
Elevate Specialty Limited (FRN 1022230) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Elevate Specialty?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Elevate Specialty Limited (FRN 1022230) is an AR of ADVENT SOLUTIONS MANAGEMENT LIMITED (FRN 308751). When you use Elevate Specialty's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Elevate Specialty, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Elevate Specialty’s phone number and website?
The FCA register lists the phone number 07807 080331 and the website elevatespecialty.com for Elevate Specialty. If you were given different contact details, use these to check with the firm before going any further.
Is Elevate Specialty a scam or clone?
Elevate Specialty 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 Specialty?
Protection works through Advent Solutions Management Limited, the principal firm responsible for Elevate Specialty's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Elevate Specialty?
Companies House lists 2 people with significant control of Elevate Specialty: Mr Robin Stagg (25–50% of shares) and Mr Mahmoud Attia (25–50% of shares).
Who runs Elevate Specialty?
Companies House lists 2 directors of Elevate Specialty: Mahmoud Attia and Robin Stagg.
How long has Elevate Specialty been in business?
The company was formed on 16 April 2024.
What do Elevate Specialty’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £443k (no earlier figure to compare).

Sources and links

The full report on Elevate Specialty Limited

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