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
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.