KF
FF-11055 · Client since 14 May 2015
Kieran Forde
kieran@example.ie+353 87 680 6017Tralee, Co. Kerry
- FRAME-managed
- €841,496
- Advisor
- Aoife Kelleher
- Risk profile
- Growth
- Next review
- 13 Feb 2027Scheduled
Asset summary
- Invested assets & pensions
- €755,611
- Cash & deposits
- €85,885
- Insurance cash / surrender value
- €0
- Total current assets
- €841,496
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 13 Feb 2027Scheduled
Overall complianceCompliant