CH
FF-10500 · Client since 17 Aug 2015
Clodagh Hegarty
clodagh@example.ie+353 87 726 6656Cobh, Co. Cork
- FRAME-managed
- €207,125
- Advisor
- Declan Barry
- Risk profile
- Adventurous
- Next review
- 20 Dec 2026Scheduled
Asset summary
- Invested assets & pensions
- €190,511
- Cash & deposits
- €16,614
- Insurance cash / surrender value
- €0
- Total current assets
- €207,125
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 20 Dec 2026Scheduled
Overall complianceCompliant