SM

Siobhán Murphy

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

Reviews & Tasks

Annual review · 3 Jan 2027

Scheduled

Aisling Mahony · FF-10870 · due 3 Jan 2027

Low

Upcoming review

3 Jan 2027 · Annual review

Completed review

3 Jan 2026 · Annual review

Advisor note

Client keen to discuss retirement timeline and ARF options at next review. Confirm attitude to risk remains balanced.