TO
FF-10611 · Client since 11 Feb 2018
Tadhg O'Sullivan
tadhg@example.ie+353 87 897 2529Bandon, Co. Cork
- FRAME-managed
- €894,217
- Advisor
- Aoife Kelleher
- Risk profile
- Growth
- Next review
- 9 Mar 2027Scheduled
Asset summary
- Invested assets & pensions
- €831,883
- Cash & deposits
- €62,334
- Insurance cash / surrender value
- €0
- Total current assets
- €894,217
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 9 Mar 2027Scheduled
Overall complianceCompliant