David Kelleher Financial Service's Avis 

144
•
TrustScore 5 sur 5

4,8

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus

Lisez les avis des autres

Noté 5 sur 5 étoiles

David helped me secure the return of my UK pension back to Ireland. Very easy and professional to deal with. Would highly recommend for any financial needs.

L'entreprise a répondu

Noté 4 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Société financière non banquière
  2. aussi dans
  3. Assurance de protection des revenus
  4. Bureau de retraite
  5. Compagnie d'assurance vie
  6. Conseil en investissement

Écrit par l'entreprise

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/


Coordonnées de contact

4,8

Excellent

TrustScore 5 sur 5

144 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.

Comment cette entreprise utilise Trustpilot

Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.

4,8

Tous les avis

(144)

6 avis reçus au cours des 12 derniers mois

Écrire un avis
Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

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 octobre 2022
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

Thank you so much Anne :)

Noté 5 sur 5 étoiles

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 octobre 2022
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

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

Noté 5 sur 5 étoiles

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 septembre 2022
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

AH thank you Elaine appreciate that

Noté 5 sur 5 étoiles

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 septembre 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

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

Noté 5 sur 5 étoiles

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 septembre 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

Eve thank you! much appreciated

Noté 5 sur 5 étoiles

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 août 2022
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

Laura thank you I am glad you found the meeting helpful

Noté 5 sur 5 étoiles

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 juillet 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

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

Noté 5 sur 5 étoiles

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 juillet 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

Thanks Fiona appreciate you taking the time

Noté 5 sur 5 étoiles

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 juillet 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

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

Noté 5 sur 5 étoiles

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 juillet 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de 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 :)

Noté 5 sur 5 étoiles

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 juillet 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

Super Heroes! Well it takes one to know one

Noté 5 sur 5 étoiles

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 juillet 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

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

Noté 5 sur 5 étoiles

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 juillet 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

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

Noté 5 sur 5 étoiles

very knowledgeable and helpful

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

22 juillet 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

Thanks Claire appreciate that!

Noté 5 sur 5 étoiles

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 juillet 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

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

Noté 5 sur 5 étoiles

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 juillet 2022
Avis spontané
Logo de David Kelleher Financial Service's

Réponse de David Kelleher Financial Service's

Liz thank you always a pleasure!

L’expérience Trustpilot

Tout le monde peut écrire un avis Trustpilot. Les auteurs d'avis peuvent les modifier ou les supprimer à tout moment et les avis sont affichés tant que les comptes utilisateurs respectifs sont actifs.

Nous avons des personnes dédiées et des technologies intelligentes pour nous aider à protéger notre plateforme. Découvrez comment nous combattons les faux avis.

En savoir plus sur le parcours des avis sur Trustpilot.

Voici 8 conseils pour écrire des avis de qualité.

La vérification permet de s'assurer que des personnes réelles écrivent les avis que vous lisez sur Trustpilot.

Offrir des incitatifs en échange d'avis ou demander des avis de manière sélective peut fausser le TrustScore, ce qui va à l'encontre de nos conditions d'utilisation.

En savoir plus