"We had such a brilliant experience with…"

We had such a brilliant experience with David Kellehar's service. Gerry took great time to explain everything in great detail to us. we are very happy with the advice we were given and step by step guide afterwards to ensure we were doing everything we needed to do to get the ball rolling. Excellent service.

"Fantastic"

Extremely informative.
Wonderful advice.
Relaxed meeting ...with lots of humour for entertainment!
Followed up by a quick and very to follow report.

"Unsure of where you stand!!!!!!"

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…"

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

"Important pension facts simply explained"

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

"A wonderful service"

David is personable, knowledgeable and efficient. Highly recommend.

"Excellent advice for teachers retirement & pension"

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"

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 .

"Great advice friendly service."

Great advice friendly service.

"Outstanding communication"

Outstanding communication
Very friendly and professional