SM

Siobhán Murphy

CD

FF-10685 · Client since 13 Apr 2020

Cormac Desmond

cormac@example.ie+353 87 111 3110Macroom, Co. Cork
FRAME-managed
€442,925
Advisor
Siobhán Murphy
Risk profile
Cautious
Next review
27 Nov 2026Due soon

Reviews & Tasks

Annual review · 27 Nov 2026

Due soon

Cormac Desmond · FF-10685 · due 27 Nov 2026

Medium

Upcoming review

27 Nov 2026 · Annual review

Completed review

27 Nov 2025 · Annual review

Advisor note

Client keen to discuss retirement timeline and ARF options at next review. Confirm attitude to risk remains cautious.