Stuart Whittingham

What is your average day like:‍

My usual day starts with getting my son ready and taking him to nursery, then I can start my day! The first part of the morning usually consists of checking the markets and responding to client emails. If I don’t already have client meetings, I spend the rest of the morning preparing for them. This could involve anything from updating my clients' cash flow models to analysing fund performance and keeping on top of our investment team’s latest market and portfolio views. This helps ensure I’m as prepared as possible when I meet with clients. The bulk of my meetings tend to take place in the afternoon and cover the full breadth of financial advice, from Protection to Pensions and Inheritance Tax Planning. I usually finish the day by tying up any administrative tasks and replying to emails that have come in throughout the day.

What do you like most about your job?

What I love most about my job is building meaningful, long-lasting relationships with my clients. I really enjoy getting to the heart of what matters most to them and helping them feel confident about their financial future. There’s something incredibly rewarding about guiding people through the financial planning journey, addressing their immediate needs while putting a plan in place for the long term. It’s fulfilling to know that the work I do gives them more time and freedom to focus on the things they enjoy most in life.

How long have you worked in Financial Services

Over 5 years.

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What Stuart's Clients Have to Say

Matthew Attalah

Stuart’s attention to detail is exceptional. He makes complex topics easy to understand and inspires total confidence.

Hannah Dobson

Stuart gave me clear, expert advice and helped me truly understand my finances. He’s professional, patient, and trustworthy.

Tim LeBreton

Stuart built a financial plan around my goals and made everything stress-free. I recommend him to everyone I know.

Sarah Collins

Working with Stuart has transformed how I manage money. His insight and genuine care make financial planning enjoyable.

James Patel

Stuart goes above and beyond to ensure I’m confident in every financial decision. Truly a first-class advisor.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

Stuart Whittingham DipPFS is a dedicated Financial Planner at Grindal Wealth Management Ltd, a Partner Practice of St. James’s Place Wealth Management, based in Bristol. Drawing on five years of experience in financial services and a prior career as a professional cricketer, Stuart combines discipline, focus, and a commitment to excellence in everything he does.

His approach centres on building long-term, trusted relationships with clients—helping them feel confident and in control of their financial future. Whether advising on pensions, protection, investments, or inheritance tax planning, Stuart takes the time to understand each client’s goals and tailors clear, actionable strategies to help them achieve them.

A typical day for Stuart involves analysing market movements, preparing client cash flow models, and keeping up to date with the latest investment insights. What he enjoys most is the meaningful connections he builds, empowering people to make informed financial decisions and gain the freedom to focus on what truly matters to them.

Before entering the world of finance, Stuart spent six years as a professional cricketer with Sussex and Gloucestershire, bringing the same work ethic, teamwork, and dedication from the pitch to his clients today.

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