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
Reviews & Tasks
Annual review · 9 Mar 2027
Scheduled
Tadhg O'Sullivan · FF-10611 · due 9 Mar 2027
Upcoming review
9 Mar 2027 · Annual review
Completed review
9 Mar 2026 · Annual review
Advisor note
Client keen to discuss retirement timeline and ARF options at next review. Confirm attitude to risk remains growth.