David Kelleher Financial Service's Bewertungen 

David and Carmel are both equally as helpful, easy to contact and respond to queries very quickly. They gave me solid and helpful advice that was explained in detail when required

Very professional attitude and clear accurate information.

Great Service - very clear and concise. Good advice.
Thank you David and Carmel. 😊

David and Carmel are friendly, personable and break things down into relatable terms. They explain the jargon, and relate everything back to the customer and their personal circumstances.

We would highly recommend David Kelleher for financial planning. We met with Dave & Carmel and found them knowledgable, informative and friendly. All our questions were answered and advice was given based on our personal circumstances. It was an excellent, personal and professional service.

David & Carmel were excellent to deal with. They were easy to understand and gave great advise. I would highly recommend meeting them if you have any queries about pensions.
Marie

Dave was very knowledgeable, honest and trusting. He kept our chat simple and didn't use any fancy jargon. I would highly recommend Dave.

David and Carmel are brilliant to deal with. They really know their stuff and do not use big terminology or long rehearsed statements to try sell you the product. They cater for you, are realistic in projections and are understanding. I would HIGHLY recommend them to deal with.

I recently met with both Dave and Carmel with my partner for financial planning and they were brilliant. They broke down all the jargon and figures for us and allowed us to see our financial future. They helped us set up pension schemes, investments and income protection. I would 110% recommend to get in contact- especially if you have been putting it off because you don’t know anything. They made it very simple and understandable. Brilliant service and extremely friendly too which always helps!

A really good experience. As I had broken my service and have missing years of service I now know what my options are with regards to retirement and how I can use an Avc to supplement my pension .

David provided an excellent financial consultation service. He was professional, knowledgeable, and patient in understanding my financial situation and providing tailored advice to reach my goals. He was able to explain complex concepts in an easy-to-understand manner and was dedicated to finding the best solution for me. I would recommend David for anyone in need of financial consultation as he was very easy to communicate with and I left the consultation feeling I was in good hands.

David was positive and professional at all times and I am glad I have consulted him about my financial future.

Personable approach, well informed and very helpful.

We had a full financial consultation with David and he clearly explained and answered all our questions. He didn’t try to push his business on us but gave us lots of options and we left feeling more informed on what we need to do now regarding our finances. Thank you David!

I ended the year feeling very much lighter for having conducted a financial review via Zoom with Dave - ably assisted by Carmel.
They offer a phenomenal service and I especially valued their highly personalised approach. Their offering is most definitely not about lining up products and trying to persuade me that I needed them. Our time together involved a very careful look at the decisions I’ve already made and what I have already put in place . We then sets out establishing how it could be better, or what may be missing. I felt in the safest possible hands and was very impressed by the knowledge and expertise shared.
An exceptional service and excellent value for money. I only wish I had done it much sooner as it’s great to know I have such great people in my corner when it comes to something as important as planning for the future, retirement etc.
Highly recommended!

David gave excellent advice and was exceptionally patient in explaining unfamiliar financial terms & concepts. He and his team give great customer service. Would highly recommend!

Carmel was an absolute pleasure to deal with and made the whole process very simple and easy to understand.

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!

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.