SM

Siobhán Murphy

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

Reviews & Tasks

Annual review · 6 Dec 2026

Due soon

Orla Twomey · FF-10426 · due 19 Nov 2026

Medium

Orla Twomey · FF-10426 · due 6 Dec 2026

Medium

Upcoming review

6 Dec 2026 · Annual review

Completed review

6 Dec 2025 · Annual review

Advisor note

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