OT
FF-10426 · Client since 15 Jun 2013
Orla Twomey
orla@example.ie+353 87 612 6075Bishopstown, Cork
- FRAME-managed
- €658,191
- Advisor
- Ciarán O'Leary
- Risk profile
- Balanced
- Next review
- 6 Dec 2026Due soon
Asset summary
- Invested assets & pensions
- €601,918
- Cash & deposits
- €56,273
- Insurance cash / surrender value
- €0
- Total current assets
- €658,191
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 6 Dec 2026Due soon
Overall complianceAction required