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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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
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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
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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 provides individual investment and wealth management services for private clients, charities, trustees and professional partners across the UK. We are a long-established UK wealth manager, trusted for generations to help clients manage, protect, and preserve their wealth. Our clients value the personal, long-term relationships we build. We take the time to understand individual circumstances, goals and priorities, and provide a tailored service designed to support clients at every stage of their financial journey. This includes working closely with individuals and families, as well as supporting charities and professional partners with their investment and governance needs. As an independently minded business, we are committed to acting in our clients' best interests and maintaining the highest standards of integrity and care. Many of our relationships span generations, reflecting the trust our clients place in us over the long term. If you would like to know more about Rathbones and how we support our clients, you can visit our website for further information.
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
Visit our website to find out more
4.6
Excellent
22 reviews
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Jo Hayman and Rathbones in Cheltenham…
Jo Hayman and Rathbones in Cheltenham have been a tremendous help to both my father and myself with our investments.
Jo is looking after our portfolios and I am very happy with how she is handling them.
She is very personable and I feel confident that she is acting in our best interests.
November 3, 2025
Unprompted review
Reply from Rathbones - Cheltenham
Dear Elizabeth,
Thank you so much for taking the time to share your experience at Rathbones Cheltenham. We're thrilled to hear that Jo is very personable - it's great to know that you feel confident in her support and that you're very happy with how she is handling your portfolios.
Kind regards,
Abbey
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