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
Reviews & Tasks
Annual review · 8 Apr 2027
Scheduled
Liam & Ann Coughlan · FF-10759 · due 8 Apr 2027
Upcoming review
8 Apr 2027 · Annual review
Completed review
8 Apr 2026 · Annual review
Advisor note
Client keen to discuss retirement timeline and ARF options at next review. Confirm attitude to risk remains growth.