CN
FF-10944 · Client since 11 Feb 2012
Caoimhe Nagle
caoimhe@example.ie+353 87 509 0145Passage West, Co. Cork
- FRAME-managed
- €223,206
- Advisor
- Declan Barry
- Risk profile
- Adventurous
- Next review
- 4 Dec 2026Due soon
Asset summary
- Invested assets & pensions
- €197,768
- Cash & deposits
- €25,438
- Insurance cash / surrender value
- €0
- Total current assets
- €223,206
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 4 Dec 2026Due soon
Overall complianceCompliant