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
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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
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
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
- Non-Bank Financial Service
- also in
- Income Protection Insurance Company
- Investment Service
- Life Insurance Agency
- 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
Unit 3D North Point House, T23 AT2P, Cork, Ireland
- 021 206 6215
- info@davidkelleher.ie
- davidkelleher.ie
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Surpassed my expectations in every way…
Surpassed my expectations in every way and the pension planning session was a real ‘eye opener’. Jerry had his homework done and it was a very informative and important session from my perspective. It’s probably going to result in my total rethinking of my pension strategy. Many thanks!
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.

Reply from David Kelleher Financial Service's
Well worth doing.
Very informative and relaxed consult..No jargon that I couldn't understand.

Reply from David Kelleher Financial Service's
Great service
So friendly and helpful. They get back to you straight away with any queries (big or small!) Would highly recommend.

Reply from David Kelleher Financial Service's
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.

Reply from David Kelleher Financial Service's
Great experience
Friendly, honest, take their time to go through all information and questions, explained everything clearly

Reply from David Kelleher Financial Service's
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.
David Kelleher fantastic company
David went over & above twice to support me with my concerns. I can't recommend David high enough. This company is amazing. I asked some silly questions & David still answered them. Thank you David
Great service
My wife and I met with Gerry last week. He had a lot of knowledge in the different areas and gave us some excellent advice. We was very patient and took the time to explain everything fully. It was also great to get the follow-up report outlining the main points of the meeting. Anyone else who we've dealt with on the team has been responsive and helpful. Thank you!
Would definitely recommend!
Gerry was very knowledgable and helpful. He explained everything really clearly. Would definitely recommend booking a consultation.
Brilliant Service
I had a consultation with Jerry. He was excellent with giving advice regarding sick leave, salary protection and AVC's. Very patient when discussing my options. No question I asked was too silly. Would highly recommend to everybody. Fantastic service and I know I will be back.
Clear instructions
I got all the information I needed
I got all the information I needed. Very clearly explained.
Excellent service
David was a pleasure to deal with.He gave excellent advice and explained clearly any queries I had.I would highly recommend this practice.
Informative pension review
Jerry was very thorough. Explained everything very well. No question was too much.
Fantastic Service
Had a very informative meeting with David for over an hour on zoom. He explained very clearly my pension options including AVCs. Following the meeting I got a report with loads of detail. David was not trying to sell me any products and I came away with a definite plan for the future. I would highly recommend this service for anyone interested in getting objective information about their pension.
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