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
Reviews & Tasks
Annual review · 11 Jan 2027
Scheduled
Fionn Walsh · FF-10537 · due 15 Nov 2026
Fionn Walsh · FF-10537 · due 11 Jan 2027
Upcoming review
11 Jan 2027 · Annual review
Completed review
11 Jan 2026 · Annual review
Advisor note
Client keen to discuss retirement timeline and ARF options at next review. Confirm attitude to risk remains cautious.