About Us
GWB Financial Services Ltd is a family-run business offering holistic independent financial advice to clients of all ages. We offer a personalised service based on over 40 years expertise within finance.
We aim to give all our clients diversity and stability with their finances by investing in bespoke active fund portfolios. Our team is dedicated to helping people reach life’s key milestones by achieving financial security.
Geoffrey Brown
A seasoned true independent financial adviser with over 40 years of experience helping individuals, families, and business owners make informed, confident decisions about their financial futures. Throughout my career, I’ve seen the financial landscape evolve, but one thing has remained constant: the importance of clear, trustworthy advice tailored to each client’s unique goals.
I take pride in building long-term relationships grounded in honesty, integrity, and a deep understanding of what truly matters to my clients — whether that’s building wealth, planning for retirement, or securing a legacy for the next generation.
Out of the office, I’m passionate about travel, good food and a great glass of wine. Whether I’m exploring a new destination or enjoying a quiet evening with family and friends, I believe in making the most of life — a philosophy I bring into my approach with clients as well.
Natasha Brown
An independent financial adviser with a passion for helping people make confident, informed decisions about their wealth. With 12 years of experience in the financial industry, I specialise in providing tailored advice that aligns with your unique goals — whether that’s planning for retirement, managing investments, or navigating life’s financial transitions.
I believe financial advice should be clear, honest, and personal. That’s why I take the time to truly understand my clients — their priorities, their challenges, and what peace of mind means to them. My goal is to make financial planning feel less overwhelming and more empowering.
When I’m not working with clients, you’ll usually find me in the gym or outdoors — hiking, travelling, or chasing the next adventure. I’m a big fan of keeping fit and active and never turn down a challenge.
Laura Rafferty
Currently training to become an independent financial adviser. With a background in procurement and category management, I’m passionate about supporting clients on their financial journeys and am excited to be building my expertise in this ever-evolving industry.
I’m committed to learning from the best and developing the knowledge and skills needed to offer clear, reliable, and personalised financial advice. For me, it’s about helping people feel secure, informed, and empowered about their financial future.
Outside of work, I enjoy time in the garden, exploring new places, and making memories with friends and family. Whether I’m getting my hands dirty with the plants or heading out on a countryside walk, I find inspiration in life’s simple pleasures — something I bring into my approach with clients as well.