ÚS
FF-11092 · Client since 15 Jun 2016
Úna Sheehan
una@example.ie+353 87 737 1308Limerick City
- FRAME-managed
- €635,977
- Advisor
- Declan Barry
- Risk profile
- Adventurous
- Next review
- 22 Nov 2026Due soon
Asset summary
- Invested assets & pensions
- €572,843
- Cash & deposits
- €63,134
- Insurance cash / surrender value
- €0
- Total current assets
- €635,977
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 22 Nov 2026Due soon
Overall complianceCompliant