David Kelleher Financial Service's

Money & Insurance
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131 reviews
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Customer Reviews about

David Kelleher Financial Service's

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Elaine Mc Goldrick

5.00/5.00

"An absolutely excellent personal service"

Had an online consultation for over an hour with David. This was so so helpful. I never fully understood pensions and AVCs ..David was able to clarify how it all worked and gave me several options for the future. This is an essential service for anyone of any age to plan for their future. I wish I had done it sooner. I would highly recommend speaking to David or Carmel.

24/08/2023

Sarah Stewart

5.00/5.00

"Excellent service"

Excellent service from both David and Carmel when purchasing AVCs. From the beginning they were helpful, professional and friendly, explaining everything in easy to understand terms. Follow up service is second to none, every query is dealt with promptly and efficiently. Cannot recommend David Kelleher Service highly enough to anyone thinking of investing in AVCs.

03/08/2023

Cormac Brady

5.00/5.00

"Excellent Service"

Carmel and Dave made the whole process so easy.

Top service for anyone interested in AVC’s and Income protection

29/07/2023

Siobhan Corcoran

5.00/5.00

"Hugely Beneficial Experience"

David is a highly professional & experienced adviser. Myself & husband presented him with a complex pension picture but he waded through the detail and gave us sound advice. Followed up with a report. We will definitely use him again. Thank you.

28/07/2023

Deirdre O'Connor

5.00/5.00

"Don't delay - book today!"

I would highly recommend having a chat with David. He was able to answer all my questions and due to his wealth of knowledge he was even able to provide me with early retirement ideas that I hadn't even thought of! Don't hesitate - make an appointment today

25/07/2023

Caroline McNamara

5.00/5.00

"Friendly"

Friendly. Explained all the jargon. Really knew the numbers. Advised my husband aswell as myself. No hard sell.

24/07/2023

Aisling Hughes

5.00/5.00

"Getting Your Ducks in a Row Made Simple!"

Carmel made the whole process of sorting my income protection and setting up an AVC an easy and informal process. She guided me through each step and explained my entitlements in an easy to understand way. Thank you Carmel and David for an incredible service!

21/07/2023

Miss Caitriona Ni Ghealbhain

5.00/5.00

"I first contacted Dave and Carmel in…"

I first contacted Dave and Carmel in 2021, shortly after having my first baby. It was time to ‘get my life in order’. They were fantastic. They answered all my silly questions and they did indeed sort everything out for me. Since then I’ve contacted them on a few occasions and they are always more than willing to help. They are brilliant at what they do, reliable and efficient (Carmel doesn’t sleep!) and you’re likely to get a reply within minutes! I can’t recommend them enough.

18/07/2023

Ash

5.00/5.00

"Highly recommend"

Carmel recently helped me to set up income protection and an AVC. She was so helpful and really informative. She made the whole process very easy and hassle free. The income protection was a bit tricky but I left it to her and she sorted it out for me and kept me informed at all times. I’d recommend them to anyone!! Thanks so much!

15/07/2023

Aoife Boyle

5.00/5.00

"Highly recommend to anyone"

From the first query re pension which resulted in me rightfully returning to the older pension scheme to our consultation, both Dave and Carmel were outstanding. Our consultation (for both my husband and I) with Carmel was very comprehensive and supportive. Thanks so much for all your help. I would recommend ye to anyone looking for advice.

12/07/2023
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