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.

  • Simon Alexander Bailie Potter

    IRN SXP42433

    • SMF2 Chief Finance (since 5 Mar 2026)
    • [PRA CF] Significant risk taker or Material risk taker (since 1 Jun 2019)
    • [FCA CF] Material risk taker (since 1 Jun 2019)
  • Simon Beresford

    IRN SXB03592

    • Responsible for Insurance Distribution (1 Oct 2018 to 1 Apr 2025)
    • Responsible for Insurance Mediation (14 Feb 2017 to 30 Sep 2018)
    • SMF1 Chief Executive (14 Feb 2017 to 1 Apr 2025)
    • Responsibility for MCD Intermediation (14 Feb 2017 to 1 Apr 2025)
  • Simon David Dunkley

    IRN SDD01054

    • [PRA CF] Significant risk taker or Material risk taker (31 Jan 2024 to 2 Apr 2024)
    • [FCA CF] Material risk taker (31 Jan 2024 to 2 Apr 2024)
  • Simon Edward Gorham

    IRN SEG01031

    • CF28 Systems and controls (1 Nov 2007 to 23 Sep 2013)
    • CF10 Compliance Oversight (8 Dec 2006 to 18 Jul 2007)
    • CF1 Director (16 Jan 2003 to 1 Oct 2013)
    • CF13 Finance (1 Dec 2001 to 31 Oct 2007)
  • Stephen John Williams

    IRN SJW01394

    • CF28 Systems and controls (1 Nov 2007 to 15 Sep 2009)
    • CF15 Internal Audit (19 Oct 2007 to 31 Oct 2007)
  • Suzannah White

    IRN SXW00455

    • [PRA CF] Significant risk taker or Material risk taker (since 17 Jun 2021)
    • [FCA CF] Material risk taker (since 17 Jun 2021)
  • Thomas Anthony Smith

    IRN TAS01043

    • CF2 Non Executive Director (1 Dec 2001 to 31 Dec 2003)
  • Thomas Michael Evans

    IRN TXE42438

    • [FCA CF] Functions requiring qualifications (5 Feb 2018 to 17 Feb 2021)
  • Thomas Roscorla

    IRN TXR00327

    • SMF24 Chief Operations (since 30 Dec 2025)
  • Vicki Bartliff

    IRN VXW42441

    • [FCA CF] Functions requiring qualifications (30 Oct 2017 to 4 Dec 2019)

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.