SÓ
FF-10241 · Client since 10 Jan 2008
Seán Ó Briain
sean@example.ie+353 87 327 9621Douglas, Cork
- FRAME-managed
- €417,879
- Advisor
- Siobhán Murphy
- Risk profile
- Cautious
- Next review
- 28 Oct 2026Overdue
Reviews & Tasks
Annual review · 28 Oct 2026
Overdue
Seán Ó Briain · FF-10241 · due 28 Oct 2026 · overdue
Upcoming review
28 Oct 2026 · Annual review
Completed review
28 Oct 2025 · Annual review
Advisor note
Client keen to discuss retirement timeline and ARF options at next review. Confirm attitude to risk remains cautious.