Jo Hayman has looked after my money for 10 years now and has done a great job for me. She is diligent and highly personable. I am retiring soon and Jo will be assisting me with this next importans sta... See more
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See what reviewers are saying
Tim Hurst and Richard Morgan have looked after our family for just over a year now. We have been impressed with their care, inclusiveness and communication at every step of the way. The services were... See more
Company replied
Tim Hurst and Richard Morgan have been managing my investment finances for almost ten years now. I find all their dealings very transparent -always, if I do not understand anything, they immediatel... See more
Company replied
Our financial advisor Tim Hurst has dealt with our various financial affairs over the last 10years. Always very responsive to requests for advice. The portfolio he manages with his team has performed... See more
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Company details
Written by the company
Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.
Our services
Written by the company
- Investment Management
- We offer extensive investment management services that are built around you, your future goals and your values. Our starting point is to discuss your individual investment needs and develop a personal investment plan for you.
- Financial Planning
- Financial planning can help you organise your finances so you can make the most of your money. We start by getting to know you and your current and long-term needs as well as any personal goals. Using this information, we will work with you to create clear and precise financial objectives to work towards, aiming to reduce complexity and help you focus on what matters to you.
- Asset Management
- Rathbones Asset Management is the fund management division of Rathbones Group, which offers a range of actively managed funds covering variety of asset classes to meet your capital growth and income requirements.
- Family Office, Trust and Tax Services
- We offer a range of corporate trustee, corporate executorship, trust advisory, inheritance tax and succession planning, tax planning, and private philanthropy services.
- Offshore Investment Management
- Based in both Guernsey and Jersey, we cater for the investment needs of individuals and families, charities and professional advisers who are looking for offshore investment management.
- Ethical and Sustainable Investment
- For over 20 years, our Greenbank team has been at the forefront of creating bespoke ethical, and sustainable portfolios for our clients.
- Personal Injury and Court of Protection
- Our dedicated personal injury (PI) and Court of Protection (COP) team works closely with clients, deputies, trustees and families to help meet their current and future needs.
Contact info
Festival House, Jessop Avenue, GL50 3SH, Cheltenham, United Kingdom
- 0124 224 0814
4.6
Excellent
22 reviews
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Highly recommend Jo Hayman
Jo Hayman has looked after my money for 10 years now and has done a great job for me. She is diligent and highly personable. I am retiring soon and Jo will be assisting me with this next importans stage of my life.
April 26, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Pierre,
Thank you for your kind feedback. We're pleased to hear that Jo has supported you so well over the past ten years, and that her diligent and personable approach has made such a positive difference. It's great to know that you feel confident and well supported as you move towards retirement, and we wish you every success in this important next stage.
Best wishes,
Abbey
Great services from Rathbones
Tim Hurst and Richard Morgan have looked after our family for just over a year now. We have been impressed with their care, inclusiveness and communication at every step of the way. The services were always responsive, timely and client-centred. We have been very happy with the services that they provide.
March 16, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear WHL,
Thank you for your kind feedback. We're pleased to hear that Tim and Richard have provided such a positive experience, and that their care, clear communication and inclusive approach have stood out. It's great to know the service has been responsive, timely, and centred around your needs.
Kind regards,
Abbey
Tim Hurst and Richard Morgan have been…
Tim Hurst and Richard Morgan have been managing my investment finances for almost ten years now.
I find all their dealings very transparent -always, if I do not understand anything, they immediately explain.........and all with a human voice!!
My investments have performed very well and I am delighted that I joined their team in Cheltenham.
February 28, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Kay,
Thank you for taking the time to leave us your review. It's great to hear that you're delighted that you joined our team in Cheltenham. We're also happy to know that Tim and Richard have always explained everything and ensured they are transparent - being open and honest is at the heart of what we do for our customers.
Best wishes,
Abbey
Rathbones Investment Management
Our investments have grown because of the judgement and experience of our manager (Gareth Evans). He has demonstrated a fundamental understanding of global economics and trends and his approach has been personal and at times innovative. Moving to Rathbones discretionary management has been a very positive experience both financially and in terms of the interaction.
February 25, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Mr Powell,
Thank you for taking the time to share your experience. We're delighted to hear that Gareth's judgement and expertise have played such a positive role in the growth of your investments. It's great to know that his understanding of global economic trends, combined with a personal and innovative approach, has given you confidence in how your portfolio is managed.
Best wishes,
Abbey
An Excellent Investment Manager
We have known Tim Hurst (and Richard Morgan) for a number of years. Tim have our confidence and trust in managing a number of our investments. I have taken a semi-proactive interest in the management of our portfolios since my retirement 9 years ago, I find Tim always take time to discuss our investment proposals with us without fail, a steadfast endeavour which I believe would not be easily replicated elsewhere.
Ditto for Richard, he is attentive and always provides us with assistance and information when we need them.
A superb team.
February 24, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Charles,
Thank you for taking the time to share your feedback. We're delighted to hear that Tim has earned your confidence and trust over a number of years, and that he consistently takes the time to discuss your ideas and proposals with you. It's great to know that this open, collaborative approach has been so valuable to you. We're also pleased to hear that Richard's attentive support and clear communication have helped ensure you have the information you need when you need it. Your comments about the strength of the team are very much appreciated - and they will be so happy with your feedback.
Best wishes,
Abbey
Mark Walsh at Rathbones
Mark Walsh has managed our portfolio for many years now. We are very happy with the performance and our questions and queries are answered speedily.
We feel comfortable and have utmost confidence in Mark and his team.
February 22, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Malcolm,
Thank you for sharing your feedback. We're very pleased to hear that Mark has managed your portfolio so successfully over many years, and that the performance has met your expectations. It's great to know your questions are answered promptly and that you feel comfortable and confident in Mark and the wider team.
Best wishes,
Abbey
I’ve known Tim Hurst and Richard Morgan…
I’ve known Tim Hurst and Richard Morgan for 18 months or more. Both have been throughly professional in dealing with my investments. I would not hesitate to recommend them to friends and colleagues.
February 19, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Mr G C Jones,
Thank you for taking the time to share your feedback. We're delighted to hear that Tim and Richard have provided such professional support over the past 18 months, and that their approach has given you confidence in how your investments are managed. It's great to know that you would recommend them to friends and colleagues!
Best wishes,
Abbey
Rathbones
Rathbones, following on from Investec, have continued the excellent service provided.
My portfolio is watched over by Mark Walsh and his team, who report on it most clearly, both quarterly and annually, in hard copy.
An annual visit from Mark Walsh to my home is always constructive.
My portfolio has continued to grow and when I have requested a lump sum they inform me clearly of the procedure to receive the funds.
To date I am very pleased with the service provided.
February 18, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Judith,
Thank you for sharing your experience. We're pleased to hear that the transition from Investec to Rathbones has continued smoothly for you, and that Mark and his team have provided clear, regular reporting on your portfolio. It's great to know that the annual home visits are constructive and that you've felt well informed.
Best wishes,
Abbey
My wife and I have been delighted with…
My wife and I have been delighted with Rathbones management of our investments since switching from another provider. Tim Hurst & his support team (particularly Richard Morgan) are first class and receptive. There is never any delays in dealing with queries whether related to portfolio performance or admin. I would recommend the Cheltenham Rathbones team.
February 18, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Mark,
Thank you for taking the time to share your experience. We're delighted to hear that you and your wife have been so pleased with the move to Rathbones, and that Tim and the Cheltenham team have provided such responsive and supportive service. It's great to know that both portfolio related queries and administrative matters have been handled promptly, and that Richard's support has made a positive difference. Our Cheltenham team will be so happy with your feedback!
Best wishes,
Abbey
A satisfied customer.
Tim Hurst has been looking after my financial affairs for many years, even before he joined Rathbones. We are very happy with all aspects of our care, which has been professional, successful and productive. Efficient and speedy responses to all requests, make life much easier for us as we age. I would certainly recommend Rathbones, and particularly, Tim Hurst.
February 18, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Sara,
Thank you for taking the time to share your experience. We're delighted to hear that Tim has supported you so consistently over many years, including before his move to Rathbones. It's great to know that the care you've received has been professional, effective and responsive, and that timely replies have made things easier for you. Tim will be so happy to hear your feedback!
Best wishes,
Abbey
Excellent service from an excellent…
An excellent service from an excellent team, without question the best we have had in our investing journey. Tim Hurst
provides seasoned, well thought out advice and management, Richard Morgan gives superb account support.
February 17, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Verified Customer,
Thank you for sharing your feedback. We're delighted to hear that you've received such excellent service from the team, and that your experience with Tim and Richard has been the best of your investing journey so far. It's great to know that Tim's considered guidance and management, alongside Richard's strong account support, have worked so well for you.
Best wishes,
Abbey
Happy to recommend Rathbones
Our financial advisor Tim Hurst has dealt with our various financial affairs over the last 10years. Always very responsive to requests for advice. The portfolio he manages with his team has performed well. Prompt replies to emails and phone calls. Happy to recommend.
February 16, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear CC,
Thank you for sharing your experience over the past 10 years. We're delighted to hear that Tim has been consistently responsive and that the performance of your portfolio has met your expectations. It's great to know that his clear communication and prompt replies have made a positive difference. Tim will be delighted to hear this!
Kind regards,
Abbey
I have been a customer of Rathbones…
I have been a customer of Rathbones [and previously Investec] at the Cheltenham Office for a number of years. Mark Walsh has provided and excellent service to me and my investments feel safe in his capable hands.
December 18, 2025
Unprompted review
Reply from Rathbones - Cheltenham
Dear Charles,
Thank you for taking the time to share your feedback. It’s great to hear that you’ve felt well supported by our Cheltenham team and that Mark’s advice has given you confidence in your investments. We appreciate your continued trust in us.
Best wishes,
Angus
Stefan Szynaka
I’m am a client of Rathbones (and before that, Investec) and have always been very happy with the help and support that I have received. My portfolio has performed very well too during all this time.
My Investment Director is Mark Walsh, in the Cheltenham office, who has always been a pleasure to work with. He has always offered very sound advice and has been very responsive to any issues that have arisen.
Stefan Szynaka
April 24, 2025
Unprompted review
Reply from Rathbones - Cheltenham
Dear Stefan,
Thank you for taking the time to share your experience. We're delighted to hear that you've been so happy with the support and guidance you've received over the years. It's great to know that your portfolio has performed well throughout this period. We're pleased to hear that working with Mark has continued to be such a positive experience, and that his sound advice, responsiveness and professionalism have helped you feel confident in how your investments are managed.
Best wishes,
Abbey
A professional working dialogue
My Rathbone investment manager gives me a very comprehensive and personal service and I have every confidence in his management. I have a professional background in financial services so take a keen interest in market developments. Nothing is too much trouble for my investment manager with whom I have an excellent working dialogue.
February 5, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Noel,
Thank you for sharing your feedback. We're pleased to hear that you've received such comprehensive and personal support from your Investment Director, and that the ongoing dialogue has helped you stay closely involved in market developments. It's great to know you feel confident in the way your portfolio is being managed and that nothing is ever too much trouble when you need guidance.
Best wishes,
Abbey
Very diligent and individual client…
Very diligent and individual client based asset management. Rapid response to enquiries with thoughtful and detailed consideration of options that suit myself as the client rather than Rathbones as the supplier.
February 3, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Mr Broome,
Thank you for your feedback. We're pleased to hear that you've found our approach diligent and tailored to your individual needs. It's great to know that your enquiries have been met with prompt, thoughtful responses and that our recommendations have felt aligned with what works best for you.
Best wishes,
Abbey
Quality Service
I have been a client of the Cheltenham office for a number of years. Mark Walsh who manages my portfolio has always given me excellent service as has the whole team. They are very professional and knowledgeable and have many years of experience. They also send out regular updates of market developments. I am very pleased to be able to recommend them.
February 3, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Mrs H Roberts,
Thank you for sharing your experience. We're delighted to hear that you've felt well supported by our Cheltenham office over the years, and that Mark's management of your portfolio has consistently met your expectations. It's great to know you've found the whole team professional, knowledgeable and experienced, and that the regular market updates have been helpful in keeping you informed.
Best wishes,
Abbey
Recommendation for my Investment Director
My Investment Director, Mark Walsh, has been very helpful and knowledgeable in managing my portfolio. He is very approachable and helpful in dealing with any queries I raise, and I would highly recommend him without hesitation. He keeps in regular touch, either by visits or by email/telephone and updates me with current and future market reviews.
February 3, 2026
Unprompted review
Reply from Rathbones - Cheltenham
Dear Anne,
Thank you for sharing your experience. Were delighted to hear that Mark has been helpful, knowledgeable, and approachable in managing your portfolio. It's great to know that his regular contact - whether in person, by email or over the phone - has helped keep you well informed with clear updates on current and future market conditions.
Best wishes,
Abbey
Full confidence in our investment manager in the Cheltenham office
From the moment we met our new investment manager, Jo Hayman, now in the Cheltenham office, we felt confident that our portfolio, and that of my aged mother, were in safe hands. Jo is friendly, very knowledgeable about the market, consults regularly with colleagues about relevant investment issues and keeps us regularly in touch with market developments. We meet with her regularly at Rathbones events, and continue to have confidence in her stewardship, and that of Rathbones.
November 6, 2025
Unprompted review
Reply from Rathbones - Cheltenham
Dear Caroline,
Thank you very much for sharing your experience. It's wonderful to hear that Jo's knowledge and expertise made you feel confident that your portfolio was in safe hands - she'll be so pleased to know her guidance and support continue to give you confidence.
Best wishes,
Abbey
Amazing experience
Over the last couple of years I have received amazing advice and management of my portfolio. I would highly recommend Jo Hayman who is extremely aproachable, knowledgeable and provides an ongoing level of support second to none. As a medical consultant the world of finance is somewhat foreign to me and she has really guided me and provided brilliant advice.
November 5, 2025
Unprompted review
Reply from Rathbones - Cheltenham
Dear Beatriz,
Thank you for your kind words. It's great to hear that you have received amazing advice and management of your portfolio from Jo. She'll be delighted to know her guidance and support have been valuable to you.
Kind regards,
Abbey
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