SM

Siobhán Murphy

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

Reviews & Tasks

Annual review · 20 Dec 2026

Scheduled

Clodagh Hegarty · FF-10500 · due 20 Dec 2026

Low

Upcoming review

20 Dec 2026 · Annual review

Completed review

20 Dec 2025 · Annual review

Advisor note

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