# Gee & Watson Wealth Management Limited

## Details

- **Company number:** [01862969](https://find-and-update.company-information.service.gov.uk/company/01862969)
- **Status:** Active - Proposal to Strike off
- **Type:** Private Limited Company
- **Incorporated:** 12 Nov 1984
- **Dissolved:** 15 Sep 2026
- **Registered office:** GROUND FLOOR READING BRIDGE HOUSE, GEORGE STREET, READING, RG1 8LS
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [CPL Topco Limited](/group/4547) (7 companies)


## Previous names

- Gee And Watson (Investment & Pensions) Limited (until 28 May 1991)
- Gee & Watson Investment And Pensions Ltd (until 10 Mar 2018)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WATSON, Graham Edward | director | - | 12 Aug 2002 |
| BECK, David Charles | director | - | 26 Jan 2023 |
| CLEATOR, Adrian | director | - | 26 Jan 2023 |
| BECK, David Charles | secretary | - | 26 Jan 2023 |
| STOCKTON, Nigel Geoffrey | director | 26 Jan 2023 | 31 Aug 2024 |
| BURGESS, Christian John | director | 31 Aug 2024 | 31 Jul 2025 |
| JACKSON, Francis Joseph | director | 17 Jul 2025 |  |
| REA, Felice | director | 12 May 2025 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Adrian Cleator | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 | 14 Nov 2022 |
| Mr David Charles Beck | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 | 14 Nov 2022 |
| Cpl Topco Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 18 Dec 2024 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Jul 2022 | £4,133,944 | £3,175,024 | 31 |
| 31 Jul 2021 | £2,610,268 | £2,132,568 | 31 |
| 31 Jul 2020 | £1,427,961 | £1,408,065 | 34 |
| 31 Jul 2019 | £1,299,386 | £1,034,635 | - |
| 31 Jul 2018 | £1,261,434 | £625,062 | 19 |



## Owned by

Gee & Watson Wealth Management Limited → [CPL Topco Limited](/company/10730291)




## Directors' other companies

- [JACKSON, Francis Joseph](/person/6725349) - director at [Regency House Wealth Management Group Limited](/company/09758487)
- [JACKSON, Francis Joseph](/person/6725349) - director at [Galea Advisers Ltd](/company/11098038)
- [JACKSON, Francis Joseph](/person/6725349) - director at [Ascot Lloyd Investment Management Limited](/company/08197347)
- [JACKSON, Francis Joseph](/person/6725349) - director at [Argentum Financial Planning Limited](/company/07300616)
- [JACKSON, Francis Joseph](/person/6725349) - director at [Investment Solutions Wealth Management Limited](/company/07333558)
- [JACKSON, Francis Joseph](/person/6725349) - director at [Michael Ambrose Limited](/company/01602819)
- [JACKSON, Francis Joseph](/person/6725349) - director at [Ethos Investment Solutions (Holdings) Ltd](/company/12313680)
- [REA, Felice](/person/6079937) - director at [Ascot Lloyd Investment Management Limited](/company/08197347)
- [REA, Felice](/person/6079937) - director at [Ascot Lloyd Asset Management Limited](/company/12750442)
- [REA, Felice](/person/6079937) - director at [Morgan Holdings Investment Solutions Limited](/company/13705240)



## Companies at the same address

- [Ascot Lloyd Asset Management Limited](/company/12750442) (12750442)
- [CPL Bidco Limited](/company/10730649) (10730649)
- [CPL Topco Limited](/company/10730291) (10730291)
- [Ethos Investment Solutions (Holdings) Ltd](/company/12313680) (12313680)
- [Morgan Holdings Investment Solutions Limited](/company/13705240) (13705240)
- [Regency House Wealth Management Group Limited](/company/09758487) (09758487)
- [Rickard Keen Financial Services Limited](/company/04300972) (04300972)