David Kelleher Financial Service's Reviews 141

After lurking on your Facebook page for a long time I bit the bullet and made an appointment. I had a very informative session with Conor. I was starting from scratch, with very little prior knowledge, and Conor was extremely patient and explained everything very clearly while also listening to my concerns and acknowledging my priorities. We worked within my existing means to future proof my income and I was delighted with how much more informed I felt after the consult. Conor was a pleasure to deal with and referred me to Carmel to get me more information in an area she specifies in. I had a call back before the end of the day and Carmel also could not have been nicer to deal with. So glad I stopped putting off this job and delighted to have felt so well looked after by all. Thank you so much-I have already recommended you to friends!

There is no-one better and that's the truth!
I wish I had found Carmel and David Kelleher Financial Services years ago. I'd have been set from the moment I said hello and thankfully; I can now say that is the case going forward.
Carmel was so very kind and extremely helpful. I would definitely echo the sentiments expressed in the other reviews; Carmel genuinely cares and will stop at nothing to help and advise you. She is genuinely looking out for you and I can honestly say that today; she made the world of difference to me.
I cannot thank her and David Kelleher Financial Services enough. You have a customer for life in me and I will be telling everyone I know about you; a rare and true gem! Thank you!

Recently had my financial review with David. Top class advice given for my current scheme and plans moving forward. Highly recommend

Excellent Service and Professional Advice
I had a fantastic experience with David Kelleher Financial Services. The team is extremely professional, knowledgeable, and approachable. David took the time to understand my situation and provided clear, tailored advice that made everything easy to understand. Their customer service is second to none — friendly, efficient, and genuinely focused on helping clients make the best financial decisions. Great to speak to David and Carmel in person. Thanks so much. Fionnuala

Dealing with David Kelleher Financial Services is one of the best decisions I have ever made. The entire team are genuine in their professional approach. I never hesitated to ask for explanations which were given in a user friendly manner. The paper work was completed for me. I can only recommend this fantastic company.

Straight forward, clear, relevant information with a sense of humour and fun! No pressure to purchase. No sales push which was so refreshing. Felt heard and understood and got the products that best suited me as an individual and my future.

Very good at explaining AVCs, mortgage protection and serious illness cover. I really understand what I am going to be paying into. All my questions were answered very clearly. Really easy and stress free to deal with. My future self will thank me!

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 this week. I am over the moon with the communication and knowledge of David Kelleher financial. Thanks again everyone!

David has an absolute wealth of knowledge and is a pleasure to deal with. He explained all things salary protection, AVCs, pensions etc to a very clueless me and he was extremely patient and thorough when going through it all. I cannot recommend this company highly enough. Carmel is also very kind and extremely knowledgeable. Thank you so so much to all the wonderful team there.

I had a fantastic consultation with Jerry who went through every question I had with clarity, patience and helpful guidance. They were more than efficient in helping me set up my AVC in a very short timeline. I would more than recommend them for anyone wanting to sort out their finances with a helpful, efficient and approachable group of people

Jerry was amazing to deal with in helping me set up my AVCs. Carmel is also extremely helpful in offering any help or information on questions asked

David Carmel and Grace are a pleasure to speak to. They go above and beyond to do their best for you. I initially had an exclusion on my salary protection policy which I anticipated and Carmel went to great effort to fight it and I recieved full cover in the end. It was all set up after one quick phone call couldn't have been easier. Thank you Carmel David and Grace

Both Jerry and Carmel were excellent to deal with for both AVC and setting up an investment account. Everything was clearly explained in a way we could understand. They were supportive but never pushy. I'm happy to recommend them to friends and family. I'm looking forward to dealing with them for years to come.

Very clear and very friendly.

Jerry was very informative. Setting up the AVC was very straightforward

I cannot recommend Jerry highly enough. It was like speaking to a well-informed friend who has your best interests at heart. At no point did I feel that he was just looking for the opportunity to sell me something - I gather from talking to friends that this is common when dealing with other companies. His advice was clear, straightforward and helpful and has given me great peace of mind - invaluable! Book a consult now - you'll be glad you did!

Excellent service, great advice and good value, friendly and efficient.

Extremely helpful and thorough advice given from the onset. Very approachable people who are genuinely interested in assisting their clients in every way possible. A lot of time is given to clients. I was also very impressed at the follow-up assistance ensuring that everything was completed correctly and that we were happy with things.

Jerry was so easy to talk to and made everything really clear to someone who had no idea! Thank you so much.

Very professional ,friendly & informative at a level I could understand ,highly recommended