P
FF-10315 · Client since 12 Mar 2010
Padraig & Mary Lynch
padraig@example.ie+353 87 441 0204Blackrock, Cork
- FRAME-managed
- €1,323,198
- Advisor
- Aoife Kelleher
- Risk profile
- Growth
- Next review
- 18 Nov 2026Due soon
Asset summary
- Invested assets & pensions
- €1,196,195
- Cash & deposits
- €127,003
- Insurance cash / surrender value
- €0
- Total current assets
- €1,323,198
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 18 Nov 2026Due soon
Overall complianceCompliant