SM

Siobhán Murphy

GC

FF-10352 · Client since 13 Apr 2011

Gráinne Cotter

grainne@example.ie+353 87 498 5494Kinsale, Co. Cork
FRAME-managed
€954,857
Advisor
Declan Barry
Risk profile
Adventurous
Next review
24 Nov 2026Due soon

Reviews & Tasks

Annual review · 24 Nov 2026

Due soon

Gráinne Cotter · FF-10352 · due 11 Nov 2026

High

Gráinne Cotter · FF-10352 · due 24 Nov 2026

Medium

Upcoming review

24 Nov 2026 · Annual review

Completed review

24 Nov 2025 · Annual review

Advisor note

Client keen to discuss retirement timeline and ARF options at next review. Confirm attitude to risk remains adventurous.