EM
FF-10389 · Client since 14 May 2012
Eoin McCarthy
eoin@example.ie+353 87 555 0785Carrigaline, Co. Cork
- FRAME-managed
- €754,038
- Advisor
- Siobhán Murphy
- Risk profile
- Cautious
- Next review
- 1 Dec 2026Due soon
Reviews & Tasks
Annual review · 1 Dec 2026
Due soon
Eoin McCarthy · FF-10389 · due 17 Nov 2026
Eoin McCarthy · FF-10389 · due 1 Dec 2026
Upcoming review
1 Dec 2026 · Annual review
Completed review
1 Dec 2025 · Annual review
Advisor note
Client keen to discuss retirement timeline and ARF options at next review. Confirm attitude to risk remains cautious.