"Straightforward and easy financial planning"

David and Carmel made the process of setting up a long term savings account and Life Cover so quick and painless. They were also able to give detailed and expert advice on managing my current AVC. I can't recommend them enough.

"Prompt reply to any queries"

Prompt reply to any queries. Loads of free information provided through social media channels. David and Carmel are so knowledgeable and helpful

"Highly recommended"

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

"Fantastic service from this company"

Fantastic service from this company

"Very professional attitude and clear…"

Very professional attitude and clear accurate information.

"Great Service"

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

"friendly and relatable"

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.

"Highly Recommended"

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.

"Pension review"

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"

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