FW
FF-10537 · Client since 18 Sep 2016
Fionn Walsh
fionn@example.ie+353 87 783 1948Midleton, Co. Cork
- FRAME-managed
- €1,151,517
- Advisor
- Siobhán Murphy
- Risk profile
- Cautious
- Next review
- 11 Jan 2027Scheduled
Asset summary
- Invested assets & pensions
- €1,049,379
- Cash & deposits
- €102,138
- Insurance cash / surrender value
- €0
- Total current assets
- €1,151,517
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 11 Jan 2027Scheduled
Overall complianceCompliant