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... Ver mais
A empresa respondeu
Embora não verifiquemos reivindicações específicas uma vez que os autores têm direito a ter a sua opinião, podemos classificar as opiniões como "Verificadas" quando conseguimos confirmar a ocorrência de uma interação com a empresa. Saber mais
Para proteger a integridade da plataforma, todas as opiniões na nossa plataforma (verificadas ou não) são analisadas pelo nosso software automatizado 24 horas por dia, 7 dias por semana. Esta tecnologia foi concebida para identificar e remover conteúdos que violam as nossas diretrizes, incluindo opiniões que não se baseiam numa experiência real. É possível que não consigamos dar conta de tudo, pelo que poderá sinalizar alguma coisa que ache que nos possa ter escapado. Saber mais
Leia as opiniões dos outros
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... Ver mais
A empresa respondeu
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... Ver mais
A empresa respondeu
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... Ver mais
A empresa respondeu
Informações sobre a empresa
- Serviço de investimentos
- Consultor financeiro
- Empresa de planeamento financeiro
- Empresa de investimentos
- Corrector de bolsa
Escrito pela empresa
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
Escrito pela empresa
- 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.
Informações de contacto
Festival House, Jessop Avenue, GL50 3SH, Cheltenham, Reino Unido
- 0124 224 0814
4,6
Excelente
22 opiniões
Na Trustpilot, focamo-nos em conteúdo criado por pessoas reais. Ainda assim, esta empresa pode usar a nossa ferramenta de respostas assistida por IA, para ajudá-los a redigir respostas.
Como esta empresa usa o Trustpilot
Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.
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.
3 de novembro de 2025
Opinião espontânea
Resposta da 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
A Experiência Trustpilot
Qualquer pessoa pode escrever uma opinião na Trustpilot. As pessoas que escrevem opiniões têm direito a editá-las ou eliminá-las a qualquer momento. Estas opiniões serão exibidas enquanto uma conta estiver activa.
As empresas podem solicitar opiniões enviando convites automáticos. Classificadas como "Verificada", pois se tratam de experiências genuínas.
Saiba mais sobre outros tipos de opiniões.
Contamos com uma equipa especializada e tecnologia inteligente para proteger a nossa plataforma. Descubra como combatemos opiniões falsas.
Leia mais sobre como processamos as opiniões na Trustpilot.
Aqui estão 8 dicas para escrever óptimas avaliações.
A verificação pode ajudar a garantir que são pessoas reais a escrever as opiniões que lê no Trustpilot.
Oferecer incentivos em troca de opiniões ou solicitá-las selectivamente pode distorcer o TrustScore, o que vai contra as nossas directrizes.