Adam Cunningham

Adam joined the team in March 2025, assisting with reception and business support duties. He has a genuine enthusiasm for helping people.

Adam’s talent for building meaningful connections – and his growing technical knowledge – has made his transition to Client Relationship Manager a natural next step.

Adam plays an important role in supporting clients throughout their financial planning experience. He ensures people feel informed, listened to, and confident in the financial planning process.

With a family background in financial services and his Diploma for Financial Advisers completed in 2024, Adam combines personal passion with professional capability.

From his very first job, Adam has always enjoyed meeting new people and understanding their goals. That same energy now shapes the way he supports our clients.

When he’s not at work, Adam loves socialising with friends, spending time with family, and challenging himself in jiu‑jitsu.