Countrywide Assured Plc

• Principal Place of Business

  2nd floor

  33-34 Winckley Square

  Preston

  Lancashire

  PR1 3JJ

  UNITED KINGDOM

  Phone

  +4401772972050

  Web

  https://www.countrywideassured.co.uk

• Complaints Contact

  2nd Floor

  33-34 Winckley Square

  Preston

  Lancashire

  PR1 3JJ

  UNITED KINGDOM

  Phone

  +4407711948689

• Bank Deposits

  For All, Deposit

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  • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Insurance Policies

  For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• 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), Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Spread Bet

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Issues Insurance

  For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

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  • · The investment types, Capital redemption, Pension fund management and Marriage & Birth in activity of effecting contracts of insurance is limited to accepting certain business of Save & Prosper Insurance Ltd and Save & Prosper Pensions Ltd pursuant to the Scheme to be sanctioned by the High Court of England and Wales, on or about 15 December 2011.

• Runs Personal Pensions

  For Personal pension scheme

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Holds Your Assets

  For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Robert James Goodwin

  IRN RXG12245

  • SMF20 Chief Actuary (since 20 Jun 2019)
• Robert John Lewis

  IRN RJL00041

  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 6 Mar 2002)
• Sanjay Jethwa

  IRN SXJ00090

  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 1 Feb 2002)
• Sara Louise Gleeson

  IRN SLG01031

  • CF22 Investment Adviser (Trainee) (18 Feb 2002 to 12 Nov 2002)
• Scott Alec Robinson

  IRN SAR01111

  • CF12 Actuarial (21 Feb 2011 to 18 Feb 2013)
  • CF12A With-Profits Actuary (21 Feb 2011 to 16 Dec 2015)
• Stephen David Turland

  IRN SDT01065

  • SMF4 Chief Risk (10 Dec 2018 to 4 Sep 2025)
  • SIMF4 Chief Risk Function (9 Aug 2017 to 9 Dec 2018)
• Stephen Moncrief

  IRN SXM00169

  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 7 Mar 2005)
  • CF18 Significant Mgt (Insurance Underwriting) (1 Dec 2001 to 7 Mar 2005)
• Steven Grant Murray

  IRN SGM01111

  • SMF7 Group Entity Senior Manager (since 15 Oct 2021)
• Terry Marris

  IRN TXM01106

  • CF2 Non Executive Director (1 Jul 2008 to 17 May 2013)
  • CF1 Director (1 Dec 2001 to 1 Jul 2008)
  • CF3 Chief Executive (1 Dec 2001 to 1 Jul 2002)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 1 Jul 2002)
• Thomas Noel O'Brien

  IRN TXO00184

  • SMF2 Chief Finance (since 28 Oct 2025)

• Countrywide Assured Retirement Services Limited (no longer appointed)

  FRN 192088 · Appointed 8 Jun 1998 · Until 1 Jan 2005

• Countrywide Assured Services Limited (no longer appointed)

  FRN 200976 · Appointed 14 Jul 1993 · Until 27 Jan 2023

• Countrywide Assured Financial Services (Introducer) (no longer appointed)

  FRN 158248 · Appointed 26 Mar 1973 · Until 10 Oct 2003

No changes recorded yet.