MB
FF-10648 · Client since 12 Mar 2019
Mairéad Buckley
mairead@example.ie+353 87 954 7819Rochestown, Cork
- FRAME-managed
- €666,710
- Advisor
- Declan Barry
- Risk profile
- Adventurous
- Next review
- 16 Nov 2026Due soon
Asset summary
- Invested assets & pensions
- €622,090
- Cash & deposits
- €44,620
- Insurance cash / surrender value
- €0
- Total current assets
- €666,710
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 16 Nov 2026Due soon
Overall complianceCompliant