David Kelleher Financial Service's Bewertungen 

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.

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.

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 👍🏻

Carmel and Dave were very down to earth and very helpful.

Had a great meeting with Carmel. She was super informative and really has her clients interests at heart.

Dealing with Dave years great guy and will do his best for you.

Really knowledgeable and so easy to deal with. Decent folk :) Thanks a mil!

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.

Excellent very nice to deal with know their stuff
Thanks for all you do

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.

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 !!

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😁👏🏻👏🏻

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

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.

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!

Found Carmel to be very knowledgeable and very helpful any time I was in contact with her.

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.

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!

5 🌟 service. Can't fault them. So much knowledge and we save A load with better cover