L
FF-10759 · Client since 15 Jun 2022
Liam & Ann Coughlan
liam@example.ie+353 87 225 3692Ballinlough, Cork
- FRAME-managed
- €1,228,148
- Advisor
- Aoife Kelleher
- Risk profile
- Growth
- Next review
- 8 Apr 2027Scheduled
Asset summary
- Invested assets & pensions
- €1,067,154
- Cash & deposits
- €160,994
- Insurance cash / surrender value
- €0
- Total current assets
- €1,228,148
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 8 Apr 2027Scheduled
Overall complianceCompliant