Gee & Watson Wealth Management Limited

Dissolved 15 Sep 202601862969 Private limited company
Incorporated
12 November 1984
Previously known as
Gee & Watson Investment and Pensions Ltd (until 10 March 2018)
Gee and Watson (Investment & Pensions) Limited (until 28 May 1991)
Industry
Financial intermediation not elsewhere classified (64999)
Directors at dissolution
Owners at dissolution
Accounts type
Audit exemption subsidiary
Region
South East
Address
Ground Floor Reading Bridge House
George Street
Reading
RG1 8LS

Charges

Total
1
Outstanding
0
Part satisfied
0
Satisfied
1

Officers 2 at dissolution

Officer details are public data from the Companies House register.

Director · Appointed 17 July 2025
British
Born November 1964
Director · Appointed 12 May 2025
British
Born January 1965 (61)
Officer history (6 former)
31 July 2025
Resigned Burgess, Christian John as Director
17 July 2025
Appointed Jackson, Francis Joseph as Director
12 May 2025
Appointed Rea, Felice as Director
31 August 2024
Appointed Burgess, Christian John as Director
31 August 2024
Resigned Stockton, Nigel Geoffrey as Director
26 January 2023
Appointed Stockton, Nigel Geoffrey as Director
26 January 2023
Resigned Beck, David Charles as Secretary
26 January 2023
Resigned Beck, David Charles as Director
26 January 2023
Resigned Cleator, Adrian as Director
12 August 2002
Resigned Watson, Graham Edward as Director

Ownership 1 at dissolution

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 18 December 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 10730291
Former controllers (2)
14 November 2022
Ceased Adrian Cleator — Owns 25–50% of shares
14 November 2022
Ceased David Charles Beck — Owns 25–50% of shares

Group structure 14 companies

Ownership group derived from the Companies House PSC register

Ascot Lloyd Limited Owns 75–100% of shares
Roundhill Investment Solutions LLP Status not confirmedRight to 75–100% of surplus assets
CPL Bidco Limited Owns 75–100% of shares
Gee & Watson Wealth Management Limited This company DissolvedOwns 75–100% of shares
Investment Solutions Wealth Management Limited Proposed for strike-offOwns 75–100% of shares
Pinnacle Portfolio Management LLP Status not confirmedHolds 25–50% of voting rights
Montage Portfolio Management Ltd Status not confirmedOwns 75–100% of shares
Morgan Holdings Investment Solutions Limited Proposed for strike-offOwns 75–100% of shares
Portfolio Financial Consultancy Ltd. Status not confirmedOwns 75–100% of shares
A.W.Dallas Financial Services Limited In liquidationOwns 75–100% of shares
Regency House Wealth Management Group Limited Proposed for strike-offOwns 75–100% of shares
Cowgills Wealth Limited DissolvedOwns 75–100% of shares

Financials

Net Assets
£4,133,944
up £1,523,676 (58%)
Cash
£3,175,024
up £1,042,456 (49%)
Employees
29
down 2 (6%)
Debt Ratio
10%
Current Ratio
9.8x

Trend

Net Assets
£0 £2.0M £4.0M £6.0M 2019 2020 2021 2022 £1,299,386 £1,427,961 £2,610,268 £4,133,944
Balance sheet detail
2022202120202019
Fixed Assets£135,448£319,992£490,422£812,500
Current Assets£4,456,061£2,958,432£1,538,114£1,141,453
Debtors£825,864£130,049£106,818
Cash£3,175,024£2,132,568£1,408,065£1,034,635
Creditors (< 1 year)£454,117£662,689£595,786£590,160
Creditors (> 1 year)£60,000
Net Current Assets£4,001,944£2,295,743£942,328£551,293
Net Assets£4,133,944£2,610,268£1,427,961£1,299,386
Shareholder Funds£4,133,944£2,610,268£1,427,961£1,299,386

Filings

Recent filings only. See the full history on Companies House

Show all recent filings

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