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
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
See what reviewers are saying
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
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
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
- Non-bank financial service
- also in
- Income Protection Insurance Company
- Investment service
- Life Insurance Agency
- 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
Unit 3D North Point House, T23 AT2P, Cork, Ireland
- 021 206 6215
- info@davidkelleher.ie
- davidkelleher.ie
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
I needed my pension details and…
I needed my pension details and financial planning to be explained to me in simple and understandable terms and that's what David did. Friendly, knowledgeable and extremely clear..thank you David!

Reply from David Kelleher Financial Service's
Pension Planning
A very productive and informative meeting which has been hugely beneficial to us having a clear and realistic understanding of our financial projection with regards to pensions.
I can't praise the team enough for their support and help with a wonderful dose of good humour and wit.
Would and will highly recommend this service.

Reply from David Kelleher Financial Service's
I had a meeting with David about AVCs
I had a meeting with David about setting up AVC’s. He was very informative and gave me lots of information about retiring early. He was very down to earth and the information was given to me in a manner in which I understood everything. I would highly recommend him to anyone.

Reply from David Kelleher Financial Service's
Top of the class and excellent service from David and Carmel
Had the pleasure of having a zoom call with David and Carmel. To be honest I didn't know what to expect as I had met with other advisors that are associated with teaching and I came back none the wiser, confused and still my questions not answered. I have to say that this experience with David and Carmel was amazing. They are both very down to earth and speak in normal every day language. All my questions were answered and everything was explained so clearly. The zoom was an hour long and I left that zoom with things very clear in my head, got a fabulous report with everything laid out in simple plain terms. No matter what stage you are in your teaching career whether is starting out middle or near the end definatley a consultation with David and Carmel is well worth it. They don't try and sell you anything like others they just answer the questions they are asked and they genuinely care about the client in front of them. can't recommend them enough.

Reply from David Kelleher Financial Service's
Great session with Carmel 👌🏻
Great session with Carmel 👌🏻
She is a really down to earth and knowledgable person who I connected with straight away. It was the best financial planning session I have ever had. Carmel listened to what was going on for us at the moment and built a plan to reflect that. After the session she followed up with the details we discussed which were clearly laid in a PowerPoint deck. Overall a great experience, Dave popped into the session at times to add more info which was great. I would highly recommend getting in touch with the guys 👍🏻

Reply from David Kelleher Financial Service's
Carmel and Dave were very down to earth…
Carmel and Dave were very down to earth and very helpful.

Reply from David Kelleher Financial Service's
Had a great meeting with Carmel
Had a great meeting with Carmel. She was super informative and really has her clients interests at heart.

Reply from David Kelleher Financial Service's
Dealing with Dave years great guy and…
Dealing with Dave years great guy and will do his best for you.
Really knowledgeable and so easy to…
Really knowledgeable and so easy to deal with. Decent folk :) Thanks a mil!

Reply from David Kelleher Financial Service's
This business was recommended by a…
This business was recommended by a colleague, and I am so grateful to him. I set up a zoom meeting with Carmel, she actually went to the effort of explaining my payslip with me. I was looking for advice on my AVCs and she was so helpful and honest. She really had my best interest at heart.

Reply from David Kelleher Financial Service's
Excellent very nice to deal with know…
Excellent very nice to deal with know their stuff
Thanks for all you do

Reply from David Kelleher Financial Service's
David and Carmel are excellent at what…
David and Carmel are excellent at what they do. They are quick to respond to any queries. I couldn't recommend them enough. Such lovely people to deal with.

Reply from David Kelleher Financial Service's
Dave and Carmel are absolutely …
Dave and Carmel are absolutely brillant in every thing they do. They will go over and above to help you out and sort everything for you . And also great for the craic and love a cuppa !!

Reply from David Kelleher Financial Service's
A winning team
Dave & Carmel are absolutely brilliant at what they do, I couldn't recommend them highly enough. They explain things in simple terms and work hard to get the best deal for their customers. Also, I have never actually enjoyed talking about insurance, but sitting down with these two over a cup of coffee to talk financial planning is actually a very enjoyable experience! Two very nice people who are great craic, and know exactly what they're talking about...a fantastic combination😁👏🏻👏🏻

Reply from David Kelleher Financial Service's
Financial Super Heroes
I have been using David Kelleher Financial Services for years. David is so knowledgeable at what he does, he puts things in such away that you couldn’t but understand them. He always wants the best for his Clients and goes over and above to get the best value and give the most up to date advice. Carmel also is super and very knowledgeable and a pleasure to deal with. You won’t get a more genuine Team. Make them your go to People for all your Financial needs, you won’t be disappointed
Ann-Marie Cosgrove

Reply from David Kelleher Financial Service's
Professional Service for All Your Needs
From the word go it was a very professional transaction. Nothing was a problem & it was a pleasure doing business with them. I would highly recommend doing business with them.

Reply from David Kelleher Financial Service's
I was very impressed with Dave and…
I was very impressed with Dave and Carmel from our first meeting and feel very secure in my set up for the future. I was extra impressed the day after the Ukraine invasion where they got in contact with everyone to ensure AVC’s were as secure as they could be. I asked friends with other advisors and they didn’t have that same personal touch! I couldn’t recommend them more!

Reply from David Kelleher Financial Service's
very knowledgeable and helpful
Found Carmel to be very knowledgeable and very helpful any time I was in contact with her.

Reply from David Kelleher Financial Service's
Carmel and Dave are very knowledgeable…
Carmel and Dave are very knowledgeable and helpful. Cover explained in relatable terms, made sense of salary protection and life cover for us and got us a great deal. Highly recommend.

Reply from David Kelleher Financial Service's
Brilliant company for hassle free financial planning!
Such a brilliant company for all your financial planning queries and management. The team take the hassle out of financial planning, they are professional, outgoing and hit the mark every time. My family and I have used them for years and now lots of friends also. Definitely a 5 star experience!

Reply from David Kelleher Financial Service's
The Trustpilot Experience
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.







