SM

Siobhán Murphy

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

Reviews & Tasks

Annual review · 4 Dec 2026

Due soon

Caoimhe Nagle · FF-10944 · due 13 Nov 2026

Low

Caoimhe Nagle · FF-10944 · due 4 Dec 2026

Medium

Upcoming review

4 Dec 2026 · Annual review

Completed review

4 Dec 2025 · Annual review

Advisor note

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