Date authorised
1 April 2013
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Allenview House
    Hanham Road
    Wimborne
    Dorset
    BH21 1AG
    UNITED KINGDOM
    Phone
    +4401202843500
  • Complaints Contact

    Teachers Bldg Soc
    Allenview House
    Hanham Road
    Wimborne
    Dorset
    BH21 1AG
    UNITED KINGDOM
    Phone
    +4401202843500

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Bank Deposits

    For All, Deposit

  • Buy-to-Let Mortgage Admin

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Buy-to-Let Mortgage Lending

  • Mortgage Servicing

    For Customer, Regulated mortgage contract

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Share, Stakeholder pension scheme, Unit, Warrant

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Trades With You Directly

    For Eligible Counterparty, Professional, Retail (Investment), 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), Future (excluding a commodity future and a rolling spot forex contract), Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Spread Bet

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · The firm, in carrying out this regulated activity, is limited to entering into transactions in a manner which, if the firm was an unauthorised person, would come within article 16 of the RAO.
  • Mortgage Lending

    For Customer, Regulated mortgage contract

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Share, Stakeholder pension scheme, Unit, Warrant

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Ian Michael Pullen

    IRN IMP01029

    • Responsible for Insurance Distribution (1 Oct 2018 to 22 Jul 2019)
    • Responsibility for MCD Intermediation (10 Apr 2018 to 22 Jul 2019)
    • SMF24 Chief Operations (10 Apr 2018 to 22 Jul 2019)
    • Responsible for Insurance Mediation (10 Apr 2018 to 30 Sep 2018)
    • CF28 Systems and controls (14 Sep 2009 to 8 May 2015)
  • Isabelle Webster

    IRN IXW00082

    • [FCA CF] Material risk taker (since 17 Jun 2021)
    • [PRA CF] Significant risk taker or Material risk taker (since 17 Jun 2021)
  • James Doherty MCatear

    IRN JXM04035

    • Director of firm who is not a certification employee or a SMF manager (since 11 Apr 2024)
  • James Jaiparkash Bawa

    IRN JJB00033

    • Responsibility for MCD Intermediation (21 Mar 2016 to 3 Oct 2016)
    • SMF1 Chief Executive (7 Mar 2016 to 3 Oct 2016)
    • CF29 Significant management (1 Nov 2007 to 6 Mar 2016)
    • Responsible for Insurance Mediation (10 Jul 2007 to 3 Oct 2016)
    • CF8 Apportionment and Oversight (8 Dec 2006 to 31 Mar 2009)
    • CF17 Significant Mgt (Other Business Operations) (8 Dec 2006 to 31 Oct 2007)
    • CF3 Chief Executive (1 Sep 2002 to 6 Mar 2016)
    • CF1 Director (21 May 2002 to 6 Mar 2016)
  • Jane Grace Dumeresque

    IRN JGD01063

    • SMF10 Chair of the Risk Committee (since 20 Aug 2022)
    • Director of firm who is not a certification employee or a SMF manager (since 22 Oct 2021)
  • Joanna Hair

    IRN JXH02054

    • CF11 Money Laundering Reporting (13 Dec 2011 to 11 May 2015)
  • Joanna Linsley

    IRN JXE42436

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2017)
  • Joanne McLean

    IRN JXM00795

    • [PRA CF] Significant risk taker or Material risk taker (since 1 Feb 2026)
    • [FCA CF] Manager of certification employee (since 1 Feb 2026)
    • [FCA CF] Material risk taker (since 28 Apr 2021)
  • John Godfrey Bills

    IRN JGB01079

    • CF2 Non Executive Director (1 Dec 2001 to 25 Apr 2006)
  • John Ivan Bozic

    IRN JXB42431

    • [FCA CF] Material risk taker (1 Jun 2019 to 31 Dec 2025)
    • [PRA CF] Significant risk taker or Material risk taker (1 Jun 2019 to 31 Dec 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.