SM

Siobhán Murphy

DM

FF-10981 · Client since 12 Mar 2013

Donal Murray

donal@example.ie+353 87 566 5435Killarney, Co. Kerry
FRAME-managed
€1,434,298
Advisor
Siobhán Murphy
Risk profile
Cautious
Next review
22 Jan 2027Scheduled

Reviews & Tasks

Annual review · 22 Jan 2027

Scheduled

Donal Murray · FF-10981 · due 22 Jan 2027

Low

Upcoming review

22 Jan 2027 · Annual review

Completed review

22 Jan 2026 · Annual review

Advisor note

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