SH
FF-10722 · Client since 14 May 2021
Sinéad Horgan
sinead@example.ie+353 87 168 8400Youghal, Co. Cork
- FRAME-managed
- €209,525
- Advisor
- Ciarán O'Leary
- Risk profile
- Balanced
- Next review
- 8 Dec 2026Due soon
Asset summary
- Invested assets & pensions
- €181,544
- Cash & deposits
- €27,981
- Insurance cash / surrender value
- €0
- Total current assets
- €209,525
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 8 Dec 2026Due soon
Overall complianceAction required