David Kelleher Financial Service's Reviews 

145
•
TrustScore 5 out of 5

4.8

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See what reviewers are saying

Rated 5 out of 5 stars

This is my 3rd time using David Kelleher Financial Services in Cork and they continue to exceed my expectations.I had a zoom meeting today with Conor and he was absolutely excellent.He provided fa... See more

Rated 5 out of 5 stars

To whom it concerns, I have recently linked up to do business with David and Carmel at David Kelleher Financial Service's. So far, I have found them to be extremely helpful to me. Unlike others... See more

Rated 4 out of 5 stars

I came to David Kelleher through a recommendation from a colleague who suggested them as an alternative to a well known, and more expensive, competitor. I found the company to be informative, transpa... See more

Company replied

Rated 5 out of 5 stars

I am absolutely delighted! I was refused income protection from another company weeks ago. I'm only 26 years old! Carmel was more than willing to help! Grace then took over and I got FULL protection... See more

Company replied

Company details

  1. Non-Bank Financial Service
  2. also in
  3. Income Protection Insurance Company
  4. Investment Service
  5. Life Insurance Agency
  6. Pension Office

Written by the company

Making Financial Planning Simple! Taking the BS out of Finance Honest straightforward no jargon We take our profession seriously but we don't take ourselves too seriously :) We are experts in Mortgage Protection, Life Insurance, Serious illness, Income protection, Pensions, Avc's, Savings and Investments Public and Private Sector Experts So if you want a Financial Advisor who always puts you first then get in touch. We will do our utmost to help you plan your financial path and try not to bore you to tears. Book your Consult here https://davidkelleher.ie/


Contact info

4.8

Excellent

TrustScore 5 out of 5

145 reviews

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4.8

All reviews

(145)

7 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Excellent advice and assistance from David Kelleher Financial Services

Extremely helpful and thorough advice given from the onset. Very approachable people who are genuinely interested in assisting their clients in every way possible. A lot of time is given to clients. I was also very impressed at the follow-up assistance ensuring that everything was completed correctly and that we were happy with things.

July 5, 2024
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thank you Eithne a pleasure

Rated 4 out of 5 stars

Very helpful and informative

Jerry was very easy to meet with and answered any questions very thoroughly. Had a lot of things to discuss and was never rushed unlike some other services. Would highly recommend.

July 5, 2024
Rated 5 out of 5 stars

Fantastic financial advice service

I was recommended David Kelleher Financial Services by a trusted friend. I made an appointment and Jerry was an amazing adviser who gave me all relevant info and guided me on making a decision regarding my future/retirement. After the meeting, I emailed him with questions/guidance a few times and he always replied promptly and clarified any doubts/issues. I would highly recommend this service.

June 19, 2024
Unprompted review
Rated 5 out of 5 stars

Great service, highly recommend

I highly recommend Carmel and Jerry for their depth of knowledge and expertise in the financial/tax/pension industry. They provided me with personalised advice and solutions to make sure I am making the right decisions with my money.

June 26, 2024
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Ah Libby thank you is much you are more than welcome thank you for taking the time!

Rated 5 out of 5 stars

Consultation

Jerry was very professional, clear and helpful. He explained everything really well. I'd recommend to a friend.

June 17, 2024
Rated 5 out of 5 stars

I couldn’t recommend David Kelleher…

I couldn’t recommend David Kelleher Financial Services enough! I dealt with Carmel who was extremely helpful and personable! She made me feel at ease about all things finance - she explained everything in great detail!
Thank you so much!!!

May 10, 2024
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thank you Jade an absolute pleasure :)

Rated 5 out of 5 stars

Great Advice

Very relaxed conversation with jargon broken down and explained. Great advice given without feeling like I was being pushed to purchase products. Came away feeling better informed to and ready to make important financial decisions.

April 16, 2024
Rated 5 out of 5 stars

I would highly recommend

To whom it concerns,

I have recently linked up to do business with David and Carmel at David Kelleher Financial Service's. So far, I have found them to be extremely helpful to me. Unlike others, I genuinely feel that they actually care about my future and well being. Carmel has been very efficient in answering my questions and getting me setup. She is a wealth of knowledge in her area.
I would highly recommend - Give them a call today.

Joe McCormack (Navan)
ACE Solution Books/ACE Maths Tuition.

April 22, 2024
Unprompted review
Rated 5 out of 5 stars

I highly recommend David Kelleher…

I highly recommend David Kelleher Financial Services. They are a trustworthy and authentic business with the client's best interests at heart. I would not go to anyone else for financial advice and services!

April 18, 2024
Rated 5 out of 5 stars

Excellent service

Excellent service, Gerry was so knowledgeable and made me feel at ease asking any questions- he dealt with the information in an easy to understand, light hearted way- like chatting to a friend! I would highly recommend

April 10, 2024

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