BH
FF-10907 · Client since 10 Jan 2011
Brendan Hurley
brendan@example.ie+353 87 453 4854Skibbereen, Co. Cork
- FRAME-managed
- €425,378
- Advisor
- Aoife Kelleher
- Risk profile
- Growth
- Next review
- 20 Nov 2026Due soon
Asset summary
- Invested assets & pensions
- €375,773
- Cash & deposits
- €49,605
- Insurance cash / surrender value
- €0
- Total current assets
- €425,378
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 20 Nov 2026Due soon
Overall complianceCompliant