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

So easy to deal with and so efficient

So easy to deal with and so efficient! Have set up salary protection and AVCs with David and Carmel
And it’s been so easy and stress free!

6 July 2023
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Reply from David Kelleher Financial Service's

Megan thank you! We really appreciate you taking the time :)

Rated 5 out of 5 stars

Excellent help with salary protection

I had a consultation with David enquiring about income protection. He also went through my current avc despite me having it with another provider and clarified some questions. Carmel and Annmaria, went into great detail to help me find an income protection that suited me as I had been refused income protection from another provider previously. Carmel got me a good deal. She didn't give up until I had my insurance in place. Thank you. David & Co provide a great service, they are down to earth and not a bit pushy. I feel so much more secure now my salary is protected!

3 July 2023
Unprompted review
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Reply from David Kelleher Financial Service's

Tricia

Thank you so much for your positive feedback! We're glad we were able to get you sorted :) Thanks for taking the time to write this review; it means a lot to us.

P.S. If you ever need help, please don't hesitate to reach out; we're always here.

Rated 5 out of 5 stars

David and Carmel are legends

David and Carmel are an absolute delight. They give free solid, sound and practical advice through their facebook, calls and messenger service. They have calmed me down in a serious situation and really know their stuff. Their service is unbeatable and you simply cannot compare competitors as they won't come within an inch.
Thank you both for your advice and I look forward to working on my future financial plans.

10 July 2023
Unprompted review
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Reply from David Kelleher Financial Service's

Legends! Thank you so much for your kind words, Jean.

We really appreciate you taking the time out to share your experience with us — and we agree, Carmel is truly a gem to have on our team! As for myself well self-praise and all that :)

We look forward to working with you again in the future!

Rated 5 out of 5 stars

A must do for teachers

Excellent Service from booking to follow up email.
Everything explained in simple, easy to uderstand terms. No question was too small, all answered.
Highly recommend this service.

5 June 2023
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Reply from David Kelleher Financial Service's

Thank you so much, we really appreciate you taking the time to share your experience

Rated 5 out of 5 stars

I contacted David Kelleher Financial…

I contacted David Kelleher Financial Services a few months ago regarding income protection and setting up an AVC. From the get go they were extremely kind, knowledgeable and professional. Carmel went into great detail regarding my pension which enabled me to make informed decisions regarding my future. I would highly recommend their services to everyone especially those who don't know where to begin. Everything is very well explained. Thanks again Carmel for all your help !

5 July 2023
Unprompted review
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Reply from David Kelleher Financial Service's

Ciara, thank you so much! I really appreciate this. An absolute pleasure to be part of the journey :)

Rated 5 out of 5 stars

Fantastic Service!

Fantastic service!
I had a meeting with Carmel to set up income protection and pension.
She was fantastic and explained it in simple terms, so it was easy to understand. Carmel has great knowledge and was so quick in putting my financial plan into motion. I would recommend Carmel and David to any colleague or friend.

27 June 2023
Unprompted review
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Reply from David Kelleher Financial Service's

Thanks so much Claire :) A pleasure

Rated 5 out of 5 stars

Value for money

David really listened to what I wanted. He didn’t force things on me, explained things clearly and has great knowledge. He was clear on charges and honestly the meeting was great value for money.

19 June 2023
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Reply from David Kelleher Financial Service's

Thanks so much Amanda we really appreciate you taking the time

Rated 5 out of 5 stars

David and Carmel couldn't have been…

David and Carmel couldn't have been more helpful in my financial planning session. They explained everything thoroughly and made sure I was aware of all the options available to me and their pros and cons. They took on board what I wanted to get from the session and made sure that was achieved by the end. The follow up support and advice has also be second to none. Would definitely recommend to all friends and colleagues. Thanks again guys!

14 June 2023
Unprompted review
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Reply from David Kelleher Financial Service's

Thanks so much Sarah!!

Rated 5 out of 5 stars

All of the team made it a the…

All of the team made it a the experience of setting up income protection and pension very smooth and easy to understand. I had limited prior knowledge on both and they guided me every step of the way. Couldn’t recommend them enough.

15 May 2023
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Reply from David Kelleher Financial Service's

Hi John, thanks a million delighted to be able to help :) Thanks so much for taking the time to share your experience. Carmel

Rated 5 out of 5 stars

From start to finish David made me feel…

From start to finish David made me feel comfortable speaking on Zoom. He is full of expertise, he answered all my queries. I would highly recommend 👌

23 May 2023
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Reply from David Kelleher Financial Service's

Kathleen thanks a million

Rated 5 out of 5 stars

Online consultation

I found my session with David and Carmel to be so helpful and informative. Everything was broken down and explained so well, with David checking that I was sure about everything along the way.
I am much clearer on my options now. Thanks so much.

10 May 2023
Unprompted review
Rated 5 out of 5 stars

Top class company.

Fantastic company who break down all the financial jargon for the ordinary joe soap to understand. Carmel and David are extremely knowledge in their fields and put their clients first. They are very responsive and are always on hand to answer any questions I may have. I would highly recommend them to anyone thinking of planning for their future financially.

3 May 2023
Unprompted review
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Reply from David Kelleher Financial Service's

Thank you so much Emma much appreciated :)

Rated 5 out of 5 stars

Insightful, highly informed consultation

An insightful and very well informed consultation with Carmel and David. A comprehensive report was emailed afterwards with everything that was discussed. Highly recommend!

25 April 2023
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Reply from David Kelleher Financial Service's

Laura thank you so much for taking the time to share your experience:)

Rated 5 out of 5 stars

Professional, Knowledgeable and courteous

I contacted David and Carmel just before Christmas 2022 as I didn't have a clue what I needed to do with regards to income protection and AVCs. Everything was explained to me in simple and understandable terms. Within a matter of days I had two policies in place. Thank you both for getting me up and running with my financial planning.

13 December 2022
Unprompted review
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Reply from David Kelleher Financial Service's

Ah thank you Aideen a pleasure to be able to help looking forward to helping you keep that plan working for you.

Rated 5 out of 5 stars

Excellent Service - Excellent People

David & Carmel are so easy to deal with. No question is too big or small. They are so knowledgeable and their passion for helping people is so evident. They share so much of their time and wisdom on social media and are not one bit pushy. Couldn’t recommend enough.

12 April 2023
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Reply from David Kelleher Financial Service's

Thank you, Sharon, much appreciated it's our pleasure

Rated 5 out of 5 stars

Excellent service

David and Carmel were so friendly and helpful. They answered all of my queries and suggested things that I could consider in advance of my retirement. A pleasure to deal with them.

10 April 2023
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Reply from David Kelleher Financial Service's

Likewise a pleasure to meet and chat with you

Rated 5 out of 5 stars

Very easy to understand breaks it into…

Very easy to understand breaks it into small understandable chunks. Didn’t feel foolish asking basic questions that I didn’t understand. Was complimentary about what I was doing right. Felt good after the call.

2 April 2023
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Reply from David Kelleher Financial Service's

Ah great delighted we could simplify things for you

Rated 5 out of 5 stars

Very informative and helpful

Very informative and helpful. No question went unanswered. Feel much more reassureed in planning for the future.

6 March 2023
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Reply from David Kelleher Financial Service's

Great thank you so much for taking the time

Rated 5 out of 5 stars

Terrific and trustworthy service

Terrific and trustworthy service from David. Both himself and Carmel have been extremely helpful and I would highly recommend contacting them and using their service in your financial planning.

15 March 2023
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Reply from David Kelleher Financial Service's

Thank you for such a lovely review we really appreciate it

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