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
Orla Twomey · FF-10426 · due 6 Dec 2026
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.