Deborah Clare Bourassa

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • TITAN WEALTH PLANNING LTD

    FRN 574458

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2025)
    • [FCA CF] Manager of certification employee (since 1 Sep 2025)
    • [FCA CF] Client dealing (since 1 Sep 2025)
  • Loveday & Partners Limited

    FRN 601756

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 7. Giving personal recommendations on long-term care insurance contracts
    • SMF16 Compliance Oversight (since 22 Mar 2022)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF16 Compliance Oversight (9 Dec 2019 to 31 Dec 2020)
    • [FCA CF] CASS oversight function (9 Dec 2019 to 31 Dec 2020)
    • CF10 Compliance Oversight (4 Jan 2019 to 8 Dec 2019)
    • CF1 Director (1 Aug 2013 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Aug 2013 to 2 Aug 2018)
    • CF30 Customer (1 Aug 2013 to 8 Dec 2019)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (15 Jul 2011 to 30 Aug 2013)
  • Portland Wealth Ltd (no longer approved here)

    FRN 552102

    • Employed By (15 Jul 2011 to 30 Aug 2013)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF30 Customer (19 Feb 2010 to 1 Nov 2011)
  • Portland Wealth Management Limited (no longer approved here)

    FRN 516596

    • (14)Employed By (17 Feb 2010 to 8 Dec 2019)

Recent activity

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

  1. controlled function removed: Employed By at Portland Wealth Management Limited

  2. controlled function added: (14)Employed By at Portland Wealth Management Limited