David Kelleher Financial Service's Reviews 

145
•
TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

This is my 3rd time using David Kelleher Financial Services in Cork and they continue to exceed my expectations.I had a zoom meeting today with Conor and he was absolutely excellent.He provided fa... See more

Rated 5 out of 5 stars

To whom it concerns, I have recently linked up to do business with David and Carmel at David Kelleher Financial Service's. So far, I have found them to be extremely helpful to me. Unlike others... See more

Rated 4 out of 5 stars

I came to David Kelleher through a recommendation from a colleague who suggested them as an alternative to a well known, and more expensive, competitor. I found the company to be informative, transpa... See more

Company replied

Rated 5 out of 5 stars

I am absolutely delighted! I was refused income protection from another company weeks ago. I'm only 26 years old! Carmel was more than willing to help! Grace then took over and I got FULL protection... See more

Company replied

Company details

  1. Non-bank financial service
  2. also in
  3. Income Protection Insurance Company
  4. Investment service
  5. Life Insurance Agency
  6. Pension office

Written by the company

Making Financial Planning Simple! Taking the BS out of Finance Honest straightforward no jargon We take our profession seriously but we don't take ourselves too seriously :) We are experts in Mortgage Protection, Life Insurance, Serious illness, Income protection, Pensions, Avc's, Savings and Investments Public and Private Sector Experts So if you want a Financial Advisor who always puts you first then get in touch. We will do our utmost to help you plan your financial path and try not to bore you to tears. Book your Consult here https://davidkelleher.ie/


Contact info

4.8

Excellent

TrustScore 5 out of 5

145 reviews

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4.8

All reviews

(145)

7 reviews in the last 12 months

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Rated 5 out of 5 stars

Surpassed my expectations in every way…

Surpassed my expectations in every way and the pension planning session was a real ‘eye opener’. Jerry had his homework done and it was a very informative and important session from my perspective. It’s probably going to result in my total rethinking of my pension strategy. Many thanks!

4 April 2024
Rated 5 out of 5 stars

Great service for teachers

I got all the information i wanted out of the session. It was informative and explained simply. I also received the information via email after. David and Carmel are so kind and nice to deal with.

3 April 2024
Rated 5 out of 5 stars

Finances made simple

A no nonsense approach to financial planning. Straight honest talking. Clear explanations given. Never felt rushed or hurried with any drcision. I would happily recommend their services.

27 March 2024
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thank you it was a pleasure and thank you for coming all the way down to meet us :)

Rated 5 out of 5 stars

Well worth doing.

Very informative and relaxed consult..No jargon that I couldn't understand.

25 March 2024
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thank you :)

Rated 5 out of 5 stars

Great service

So friendly and helpful. They get back to you straight away with any queries (big or small!) Would highly recommend.

14 March 2024
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thank you! :)

Rated 5 out of 5 stars

Clear & personable

Clear, concise information from a very personable Gerry. Everything explained and even stupid questions answered with no judgement. Felt no pressure when went over 1 hour consultation time. Meeting was not concluded until everything was clear

7 March 2024
Rated 5 out of 5 stars

Highly recommend!!

I couldn't recommend David Kelleher financial services highly enough. They explain everything so clearly and in simple terms, literally financial advice for Dummies which is what I needed!! I dealt with Carmel and she was extremely knowledgeable and helpful. It was a thorough review and I will definitely be following through on the advice given.

4 March 2024
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Hi Laura thank you so much! Financial Advice for Dummies I Love it :)

Rated 5 out of 5 stars

Great experience

Friendly, honest, take their time to go through all information and questions, explained everything clearly

29 February 2024
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thank you Natalie

Rated 5 out of 5 stars

Pension Review

The zoom meeting was easy to access and scheduled to a suitable time. Gerry was easily approachable and advised on what questions l had. All was clarified in a manner which l understood. He was friendly and approachable and gave good advice.

20 February 2024
Rated 5 out of 5 stars

David Kelleher fantastic company


David went over & above twice to support me with my concerns. I can't recommend David high enough. This company is amazing. I asked some silly questions & David still answered them. Thank you David

23 February 2024
Unprompted review
Rated 5 out of 5 stars

Great service

My wife and I met with Gerry last week. He had a lot of knowledge in the different areas and gave us some excellent advice. We was very patient and took the time to explain everything fully. It was also great to get the follow-up report outlining the main points of the meeting. Anyone else who we've dealt with on the team has been responsive and helpful. Thank you!

14 February 2024
Rated 5 out of 5 stars

Brilliant Service

I had a consultation with Jerry. He was excellent with giving advice regarding sick leave, salary protection and AVC's. Very patient when discussing my options. No question I asked was too silly. Would highly recommend to everybody. Fantastic service and I know I will be back.

9 January 2024
Rated 5 out of 5 stars

Excellent service

David was a pleasure to deal with.He gave excellent advice and explained clearly any queries I had.I would highly recommend this practice.

23 November 2023
Rated 5 out of 5 stars

Fantastic Service

Had a very informative meeting with David for over an hour on zoom. He explained very clearly my pension options including AVCs. Following the meeting I got a report with loads of detail. David was not trying to sell me any products and I came away with a definite plan for the future. I would highly recommend this service for anyone interested in getting objective information about their pension.

22 November 2023
Unprompted review

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