David Kelleher Financial Service's Bewertungen 

A sincere Thank You to David and his team: Gerry etc Very pleasant , knowledgeable and has the ability to disseminate the information he gives to you in easy to understand terms. As a teacher on long term sick leave , he talked me through my TRR , salary protection , pension projection figures etc and was truly a wealth of knowledge added to this no extortionate fees . Highly recommend . Primary Teacher Cavan

Carmel and Dave went above and beyond to give advice on my financial planning. I would highly recommend their services!

A comprehensive review of what my retirement pension will look like. All my questions were answered simply and concisely.

David is personable, knowledgeable and efficient. Highly recommend.

I discussed my teachers retirement & pension with David on a number of occasions and I cannot emphasise enough, how wonderful, patient and helpful he is. He is a pleasure to talk to and his knowledge on these matters is second to none. I do not fully understand pensions, AVCs, and the like, but David explains and clarifies everything in such a good humoured way, and in a way I can understand, offering good advice on options and suggestions.

Thank you David!

A fantastic service from the moment of booking! Thankyou Carmel and David and thanks David for listening to all my questions and explaining clearly your answers without having an agenda. This team will work in your best interest , give you sound advice and keep you on track to reach your goals .

Outstanding communication
Very friendly and professional

Had an online consultation for over an hour with David. This was so so helpful. I never fully understood pensions and AVCs ..David was able to clarify how it all worked and gave me several options for the future. This is an essential service for anyone of any age to plan for their future. I wish I had done it sooner. I would highly recommend speaking to David or Carmel.

Excellent service from both David and Carmel when purchasing AVCs. From the beginning they were helpful, professional and friendly, explaining everything in easy to understand terms. Follow up service is second to none, every query is dealt with promptly and efficiently. Cannot recommend David Kelleher Service highly enough to anyone thinking of investing in AVCs.

Carmel and Dave made the whole process so easy.

Top service for anyone interested in AVC’s and Income protection

David is a highly professional & experienced adviser. Myself & husband presented him with a complex pension picture but he waded through the detail and gave us sound advice. Followed up with a report. We will definitely use him again. Thank you.

I would highly recommend having a chat with David. He was able to answer all my questions and due to his wealth of knowledge he was even able to provide me with early retirement ideas that I hadn't even thought of! Don't hesitate - make an appointment today

Friendly. Explained all the jargon. Really knew the numbers. Advised my husband aswell as myself. No hard sell.

Carmel made the whole process of sorting my income protection and setting up an AVC an easy and informal process. She guided me through each step and explained my entitlements in an easy to understand way. Thank you Carmel and David for an incredible service!

I first contacted Dave and Carmel in 2021, shortly after having my first baby. It was time to ‘get my life in order’. They were fantastic. They answered all my silly questions and they did indeed sort everything out for me. Since then I’ve contacted them on a few occasions and they are always more than willing to help. They are brilliant at what they do, reliable and efficient (Carmel doesn’t sleep!) and you’re likely to get a reply within minutes! I can’t recommend them enough.

Carmel recently helped me to set up income protection and an AVC. She was so helpful and really informative. She made the whole process very easy and hassle free. The income protection was a bit tricky but I left it to her and she sorted it out for me and kept me informed at all times. I’d recommend them to anyone!! Thanks so much!

From the first query re pension which resulted in me rightfully returning to the older pension scheme to our consultation, both Dave and Carmel were outstanding. Our consultation (for both my husband and I) with Carmel was very comprehensive and supportive. Thanks so much for all your help. I would recommend ye to anyone looking for advice.

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!

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!