Elevate - A simpler way to do more

Why advisers choose Elevate

Still here, with a renewed focus

With Elevate you'll find the key products you'd expect (ISA, GIA, Pension Investment Account) and a wide choice of investments. The tools are straightforward. The pricing is clear. And the experience is designed to help you get more done, faster.

Transparent pricing

Tiered charging at competitive rates, family linking discount available and no hidden fees.

Pre-funding built in

Contributions, tax relief and fund switches - covered.

Digital drawdown with full flexibility

Same day tax-free cash payments. Flexible income options designed for your clients.

Still investing. Still listening.

We continue to enhance Elevate in line with regulation, tax changes, and your feedback.

We prioritise the areas that matter most: accuracy and timeliness of trading, client payments, and maintaining the service standards that you expect. We've also ensured that all regulatory standards are met including Consumer Duty, changes to Lifetime Allowance and Sustainability Disclosure Requirements, allowing you to easily identify all funds with a sustainability label and access the relevant disclosure documents to support your client conversations.

Coming soon:

Jonny Black

Chief Client Experience Officer

"The Elevate team excels in building strong relationships with clients, often able to seamlessly continue conversations with a sense of familiarity and trust built over time. Over the years the consistency of Elevate's service has never faltered. It's a dependable service that just works. Looking ahead, I am committed to further enhancing our service capabilities, ensuring that our clients continue to experience unparalleled support and reliability.”

Jonny Black

Chief Client Experience Officer

Consistent service you can rely on

You've told us what matters most: doing things right and on time.

Answering your calls in 35 seconds on average.
Every request processed within SLA.
Service maintained across 2000+ calls and 2000+ processing requests every week.

Verona Kenny

Chief Distribution Officer

“On behalf of the team at Aberdeen I want to say that we truly value your partnership and I'm keen to hear your feedback. My commitment to you is that we’ll be more visible, more open, and more focused on moving forward – with the needs of you and your clients at the centre of our plans. Let's shape what's next, together."