RD
FF-10574 · Client since 10 Jan 2017
Róisín Daly
roisin@example.ie+353 87 840 7238Glanmire, Cork
- FRAME-managed
- €951,073
- Advisor
- Ciarán O'Leary
- Risk profile
- Balanced
- Next review
- 5 Feb 2027Scheduled
Reviews & Tasks
Annual review · 5 Feb 2027
Scheduled
Róisín Daly · FF-10574 · due 21 Nov 2026
Róisín Daly · FF-10574 · due 5 Feb 2027
Upcoming review
5 Feb 2027 · Annual review
Completed review
5 Feb 2026 · Annual review
Advisor note
Client keen to discuss retirement timeline and ARF options at next review. Confirm attitude to risk remains balanced.