"Great service for teachers"

I got all the information i wanted out of the session. It was informative and explained simply. I also received the information via email after. David and Carmel are so kind and nice to deal with.

"Paul & Corinna Favier"

Jerry was very nice and very thorough. He responded promptly to my follow up questions after.
Definitely value for money.

"Finances made simple"

A no nonsense approach to financial planning. Straight honest talking. Clear explanations given. Never felt rushed or hurried with any drcision. I would happily recommend their services.

"Well worth doing."

Very informative and relaxed consult..No jargon that I couldn't understand.

"Great service"

So friendly and helpful. They get back to you straight away with any queries (big or small!) Would highly recommend.

"Clear & personable"

Clear, concise information from a very personable Gerry. Everything explained and even stupid questions answered with no judgement. Felt no pressure when went over 1 hour consultation time. Meeting was not concluded until everything was clear

"Highly recommend!!"

I couldn't recommend David Kelleher financial services highly enough. They explain everything so clearly and in simple terms, literally financial advice for Dummies which is what I needed!! I dealt with Carmel and she was extremely knowledgeable and helpful. It was a thorough review and I will definitely be following through on the advice given.

"Great experience "

Friendly, honest, take their time to go through all information and questions, explained everything clearly

"Consultation with Gerry"

I had a consultation with Gerry yesterday.I found him very professional and Knowledgeable. He had an excellent manner and I will definitely be dealing with this company again.I give them 10 out of 10 and would highly recommend them.

"Pension Review"

The zoom meeting was easy to access and scheduled to a suitable time. Gerry was easily approachable and advised on what questions l had. All was clarified in a manner which l understood. He was friendly and approachable and gave good advice.