NF
FF-10278 · Client since 11 Feb 2009
Niamh Fitzgerald
niamh@example.ie+353 87 384 4913Ballincollig, Cork
- FRAME-managed
- €189,629
- Advisor
- Ciarán O'Leary
- Risk profile
- Balanced
- Next review
- 13 Nov 2026Due soon
Asset summary
- Invested assets & pensions
- €170,953
- Cash & deposits
- €18,676
- Insurance cash / surrender value
- €0
- Total current assets
- €189,629
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 13 Nov 2026Due soon
Overall complianceAction required