AM
FF-10870 · Client since 18 Sep 2010
Aisling Mahony
aisling@example.ie+353 87 396 9563Wilton, Cork
- FRAME-managed
- €631,272
- Advisor
- Ciarán O'Leary
- Risk profile
- Balanced
- Next review
- 3 Jan 2027Scheduled
Asset summary
- Invested assets & pensions
- €556,016
- Cash & deposits
- €75,256
- Insurance cash / surrender value
- €0
- Total current assets
- €631,272
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 3 Jan 2027Scheduled
Overall complianceAction required