Gary Stephen McKinley

• J H Lowson & Company Limited

  FRN 582104

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 1 Dec 2025)
  • [FCA CF] Client dealing (since 1 Dec 2025)
• WEALTH SOLUTIONS LIMITED

  FRN 468059

  • 4. Giving personal recommendations on retail investment products which are not 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)
  • SMF16 Compliance Oversight (9 Dec 2019 to 9 Apr 2026)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 9 Apr 2026)
  • SMF3 Executive Director (9 Dec 2019 to 9 Apr 2026)
  • [FCA CF] Benchmark submission and administration (9 Dec 2019 to 8 Dec 2020)
  • [FCA CF] CASS oversight function (9 Dec 2019 to 8 Dec 2020)
  • [FCA CF] Client dealing (9 Dec 2019 to 8 Dec 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Apr 2026)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 8 Dec 2020)
  • [FCA CF] Significant management (9 Dec 2019 to 9 Apr 2026)
  • [PRA CF] Key function holder (9 Dec 2019 to 8 Dec 2020)
  • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 9 Apr 2026)
  • Responsible for Insurance Distribution (1 Oct 2018 to 9 Apr 2026)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF1 Director (9 Jul 2007 to 8 Dec 2019)
  • Responsible for Insurance Mediation (9 Jul 2007 to 30 Sep 2018)
  • CF10 Compliance Oversight (9 Jul 2007 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (9 Jul 2007 to 31 Mar 2009)
  • CF21 Investment Adviser (9 Jul 2007 to 31 Oct 2007)
  • CF11 Money Laundering Reporting (9 Jul 2007 to 8 Dec 2019)
• Wealth Solutions Limited (no longer approved here)

  FRN 195013

  • (2)Employed By (5 Feb 2001 to 9 Jul 2007)

No changes recorded yet.