DK
FF-10796 · Client since 16 Jul 2008
Deirdre Keane
deirdre@example.ie+353 87 282 8982Fermoy, Co. Cork
- FRAME-managed
- €1,194,694
- Advisor
- Declan Barry
- Risk profile
- Adventurous
- Next review
- 11 Nov 2026Due soon
Asset summary
- Invested assets & pensions
- €1,063,798
- Cash & deposits
- €130,896
- Insurance cash / surrender value
- €0
- Total current assets
- €1,194,694
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 11 Nov 2026Due soon
Overall complianceCompliant