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
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.