Gee and Watson

By now you will be well aware of the Government’s plans to lockdown society in an attempt to save lives.  This will mean the closure of many businesses until restrictions have been lifted.

However, the Government understands the importance of the advice which we provide to firms and individuals and, as a consequence, we have been designated an essential business and we can therefore operate on a reduced basis. We, therefore, face a difficult balancing act in order to:

 •             respect Government guidance in an attempt to save lives;

 •             maintain appropriate levels of service and advice.

In order to respect the Government’s “stay at home” policy our office will be staffed by a reduced number of individuals. Due to our reduced numbers we should be grateful if any requests for information/instructions could be limited to what you believe to be essential requests only.  Such requests can be forwarded to us via email at or alternatively by leaving a message on our answerphone 0151 342 6496 (Heswall office) or 0151 647 6682 (Birkenhead office) or by contacting your adviser directly.  We shall then act accordingly but please remember that some of the companies with whom we normally deal may themselves be operating with limited staff or closed entirely and, as a consequence, this may have an impact on our response times.

We confirm that your financial adviser will contact you as usual on your normal review date and we would be most appreciative if any requests for information/instructions, if possible, could await that contact.

Please remember that our Gee & Watson portfolios are suitably diversified.  As the Coronavirus story developed and markets reacted accordingly, our investment committee reviewed all Gee & Watson model portfolios and, in view of significant movements in all asset classes offering the prospects of real growth, recommended no changes to the portfolios until such time as a degree of normality returns to the world.

The Prime Minister’s advice in order to preserve health is to sit tight and to stay where you are.  Our advice in order to preserve wealth is similar – sit tight and wait for a more normal world to return.

May I offer a little reassurance by way of my own actions which are as a result of experiencing previous world/stockmarket uncertainties.  I am fully invested in our Gee & Watson model portfolios and I remain invested. At some point some form of normality will return and markets will respond positively ahead of that event and, I remain invested, so I do not miss out on any of the recovery when it happens.

We are here if you need us, but if you could limit any requests to “essential only” we would be very grateful.

We very much appreciate the trust and faith which you place in us and your business is obviously very important to us and we will endeavour to do the very best for you during these difficult times.

Whilst this email concentrates on the financial situation, our primary joint concerns are obviously health related. May we wish you and your families the best health possible and that a return to normal times may not be too far away.

Adrian Cleator  DipPFS
Managing Director

Other News