David Kelleher Financial Service's Reviews 

145
•
TrustScore 5 out of 5

4.8

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

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

5-star
4-star
3-star
2-star
1-star

No recent history of asking for reviews

This company hasn't invited customers recently, so reviews may not be representative

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

4.8

All reviews

(145)

7 reviews in the last 12 months

Write a review
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

I needed my pension details and…

I needed my pension details and financial planning to be explained to me in simple and understandable terms and that's what David did. Friendly, knowledgeable and extremely clear..thank you David!

4 October 2022
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thank you so much Anne :)

Rated 5 out of 5 stars

Pension Planning

A very productive and informative meeting which has been hugely beneficial to us having a clear and realistic understanding of our financial projection with regards to pensions.
I can't praise the team enough for their support and help with a wonderful dose of good humour and wit.
Would and will highly recommend this service.

11 October 2022
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

A thank you appreciate you taking the time to share your experience

Rated 5 out of 5 stars

I had a meeting with David about AVCs

I had a meeting with David about setting up AVC’s. He was very informative and gave me lots of information about retiring early. He was very down to earth and the information was given to me in a manner in which I understood everything. I would highly recommend him to anyone.

8 September 2022
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

AH thank you Elaine appreciate that

Rated 5 out of 5 stars

Top of the class and excellent service from David and Carmel

Had the pleasure of having a zoom call with David and Carmel. To be honest I didn't know what to expect as I had met with other advisors that are associated with teaching and I came back none the wiser, confused and still my questions not answered. I have to say that this experience with David and Carmel was amazing. They are both very down to earth and speak in normal every day language. All my questions were answered and everything was explained so clearly. The zoom was an hour long and I left that zoom with things very clear in my head, got a fabulous report with everything laid out in simple plain terms. No matter what stage you are in your teaching career whether is starting out middle or near the end definatley a consultation with David and Carmel is well worth it. They don't try and sell you anything like others they just answer the questions they are asked and they genuinely care about the client in front of them. can't recommend them enough.

4 September 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Anne Marie thank you so much for taking the time to share your experience we really appreciate it :)

Rated 5 out of 5 stars

Great session with Carmel 👌🏻

Great session with Carmel 👌🏻
She is a really down to earth and knowledgable person who I connected with straight away. It was the best financial planning session I have ever had. Carmel listened to what was going on for us at the moment and built a plan to reflect that. After the session she followed up with the details we discussed which were clearly laid in a PowerPoint deck. Overall a great experience, Dave popped into the session at times to add more info which was great. I would highly recommend getting in touch with the guys 👍🏻

4 September 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Eve thank you! much appreciated

Rated 5 out of 5 stars

Had a great meeting with Carmel

Had a great meeting with Carmel. She was super informative and really has her clients interests at heart.

4 August 2022
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Laura thank you I am glad you found the meeting helpful

Rated 5 out of 5 stars

This business was recommended by a…

This business was recommended by a colleague, and I am so grateful to him. I set up a zoom meeting with Carmel, she actually went to the effort of explaining my payslip with me. I was looking for advice on my AVCs and she was so helpful and honest. She really had my best interest at heart.

25 July 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Emily thank you that means a lot and was lovely chatting with you. Best of Luck with everything! Carmel

Rated 5 out of 5 stars

David and Carmel are excellent at what…

David and Carmel are excellent at what they do. They are quick to respond to any queries. I couldn't recommend them enough. Such lovely people to deal with.

22 July 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thanks Fiona appreciate you taking the time

Rated 5 out of 5 stars

Dave and Carmel are absolutely …

Dave and Carmel are absolutely brillant in every thing they do. They will go over and above to help you out and sort everything for you . And also great for the craic and love a cuppa !!

22 July 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Ah but that's cause you love the cuppa and chat just as much! Not forgetting the brown bread :)

Rated 5 out of 5 stars

A winning team

Dave & Carmel are absolutely brilliant at what they do, I couldn't recommend them highly enough. They explain things in simple terms and work hard to get the best deal for their customers. Also, I have never actually enjoyed talking about insurance, but sitting down with these two over a cup of coffee to talk financial planning is actually a very enjoyable experience! Two very nice people who are great craic, and know exactly what they're talking about...a fantastic combination😁👏🏻👏🏻

22 July 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

A winning team ah thank you Regina we are only as good as our last client. Well overdue a cuppa and a natter might get some work done too :)

Rated 5 out of 5 stars

Financial Super Heroes

I have been using David Kelleher Financial Services for years. David is so knowledgeable at what he does, he puts things in such away that you couldn’t but understand them. He always wants the best for his Clients and goes over and above to get the best value and give the most up to date advice. Carmel also is super and very knowledgeable and a pleasure to deal with. You won’t get a more genuine Team. Make them your go to People for all your Financial needs, you won’t be disappointed
Ann-Marie Cosgrove

22 July 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Super Heroes! Well it takes one to know one

Rated 5 out of 5 stars

Professional Service for All Your Needs

From the word go it was a very professional transaction. Nothing was a problem & it was a pleasure doing business with them. I would highly recommend doing business with them.

22 July 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Cora thank you we really appreciate you sharing your thoughts. Hope your all well.

Rated 5 out of 5 stars

I was very impressed with Dave and…

I was very impressed with Dave and Carmel from our first meeting and feel very secure in my set up for the future. I was extra impressed the day after the Ukraine invasion where they got in contact with everyone to ensure AVC’s were as secure as they could be. I asked friends with other advisors and they didn’t have that same personal touch! I couldn’t recommend them more!

22 July 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Hey thank you so much for your lovely review we really appreciate you taking the time to write it:)

Rated 5 out of 5 stars

very knowledgeable and helpful

Found Carmel to be very knowledgeable and very helpful any time I was in contact with her.

22 July 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thanks Claire appreciate that!

Rated 5 out of 5 stars

Carmel and Dave are very knowledgeable…

Carmel and Dave are very knowledgeable and helpful. Cover explained in relatable terms, made sense of salary protection and life cover for us and got us a great deal. Highly recommend.

22 July 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thanks Ciara glad you found the process helpful thanks for writing the review :)

Rated 5 out of 5 stars

Brilliant company for hassle free financial planning!

Such a brilliant company for all your financial planning queries and management. The team take the hassle out of financial planning, they are professional, outgoing and hit the mark every time. My family and I have used them for years and now lots of friends also. Definitely a 5 star experience!

22 July 2022
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Liz thank you always a pleasure!

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look