David Kelleher Financial Service's Reviews 

144
TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

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.

Company replied

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

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 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. Income Protection Insurance Company
  3. Investment Service
  4. Life Insurance Agency
  5. 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

144 reviews

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4.8

All reviews

(144)

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 service

David and the team were fantastic from start to finish. They made the process of merging a number of legacy pensions into one completely seamless for me, explaining everything clearly at each stage and keeping me informed throughout.
I was delighted with the service and would highly recommend David to anyone looking for a professional, knowledgeable and helpful financial advisor.

1 July 2026
Unprompted review
Rated 5 out of 5 stars

David helped me secure the return of my…

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.

10 August 2026
Unprompted review
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Reply from David Kelleher Financial Service's

You are most welcome delighted we got it sorted in the end.

Rated 4 out of 5 stars

Trustworthy

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, transparent, responsive to my concerns and questions. I had zero prior knowledge of AVC / pensions etc and Conor walked me through everything I needed to know in a straightforward and easy to understand manner. I'd have no problem recommending them.

1 May 2026
Unprompted review
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Reply from David Kelleher Financial Service's

Thanks so much Derek much appreciated thanks

Rated 5 out of 5 stars

First time client

After lurking on your Facebook page for a long time I bit the bullet and made an appointment. I had a very informative session with Conor. I was starting from scratch, with very little prior knowledge, and Conor was extremely patient and explained everything very clearly while also listening to my concerns and acknowledging my priorities. We worked within my existing means to future proof my income and I was delighted with how much more informed I felt after the consult. Conor was a pleasure to deal with and referred me to Carmel to get me more information in an area she specifies in. I had a call back before the end of the day and Carmel also could not have been nicer to deal with. So glad I stopped putting off this job and delighted to have felt so well looked after by all. Thank you so much-I have already recommended you to friends!

10 March 2026
Unprompted review
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Reply from David Kelleher Financial Service's

AnneMarie a pleasure to chat with you and thanks so much for taking the time it is much appreciated. Conor is great and Dave and I are delighted to have him on board.

Rated 5 out of 5 stars

Amazing! Head and shoulders above the rest!

There is no-one better and that's the truth!
I wish I had found Carmel and David Kelleher Financial Services years ago. I'd have been set from the moment I said hello and thankfully; I can now say that is the case going forward.
Carmel was so very kind and extremely helpful. I would definitely echo the sentiments expressed in the other reviews; Carmel genuinely cares and will stop at nothing to help and advise you. She is genuinely looking out for you and I can honestly say that today; she made the world of difference to me.
I cannot thank her and David Kelleher Financial Services enough. You have a customer for life in me and I will be telling everyone I know about you; a rare and true gem! Thank you!

20 January 2026
Unprompted review
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Reply from David Kelleher Financial Service's

Sarah thank you so much I really appreciate your kind words. Welcome to the DKFS Family

Rated 5 out of 5 stars

David Kelleher Financial Service

Excellent Service and Professional Advice
I had a fantastic experience with David Kelleher Financial Services. The team is extremely professional, knowledgeable, and approachable. David took the time to understand my situation and provided clear, tailored advice that made everything easy to understand. Their customer service is second to none — friendly, efficient, and genuinely focused on helping clients make the best financial decisions. Great to speak to David and Carmel in person. Thanks so much. Fionnuala

13 October 2025
Unprompted review
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Reply from David Kelleher Financial Service's

Fionnuala thanks so much for taking the time it is very much appreciated :)

Rated 5 out of 5 stars

Dealing with David Kelleher Financial…

Dealing with David Kelleher Financial Services is one of the best decisions I have ever made. The entire team are genuine in their professional approach. I never hesitated to ask for explanations which were given in a user friendly manner. The paper work was completed for me. I can only recommend this fantastic company.

1 September 2025
Unprompted review
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Reply from David Kelleher Financial Service's

Thank you so much it was our pleasure

Rated 5 out of 5 stars

Straight with a sense of humour

Straight forward, clear, relevant information with a sense of humour and fun! No pressure to purchase. No sales push which was so refreshing. Felt heard and understood and got the products that best suited me as an individual and my future.

29 July 2025
Unprompted review
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Reply from David Kelleher Financial Service's

Thank you so much Kathrina our pleasure

Rated 5 out of 5 stars

Very knowlegable

Very good at explaining AVCs, mortgage protection and serious illness cover. I really understand what I am going to be paying into. All my questions were answered very clearly. Really easy and stress free to deal with. My future self will thank me!

16 April 2025
Unprompted review
Rated 5 out of 5 stars

I am absolutely delighted

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 this week. I am over the moon with the communication and knowledge of David Kelleher financial. Thanks again everyone!

12 November 2024
Unprompted review
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Reply from David Kelleher Financial Service's

Thank you so much for sharing your experience! We’re absolutely delighted that we could help you get the protection you needed. Carmel and Grace are amazing, and it’s great to hear they made the process smooth for you.

If you ever need anything else, we’re always here to help. Thanks again for your lovely review, and all the best!

Rated 5 out of 5 stars

Highly Recommend!!

David has an absolute wealth of knowledge and is a pleasure to deal with. He explained all things salary protection, AVCs, pensions etc to a very clueless me and he was extremely patient and thorough when going through it all. I cannot recommend this company highly enough. Carmel is also very kind and extremely knowledgeable. Thank you so so much to all the wonderful team there.

13 November 2024
Unprompted review
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Reply from David Kelleher Financial Service's

Thank you so much for your lovely review! We’re so happy to hear you had a great experience We love helping clients make sense of it all.

We really appreciate your recommendation—it means a lot to us! If you ever have more questions or need help down the line, we’re just a call away. Thanks again for your kind words!

Rated 5 out of 5 stars

Helpful, efficient and approachable

I had a fantastic consultation with Jerry who went through every question I had with clarity, patience and helpful guidance. They were more than efficient in helping me set up my AVC in a very short timeline. I would more than recommend them for anyone wanting to sort out their finances with a helpful, efficient and approachable group of people

8 November 2024
Unprompted review
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Reply from David Kelleher Financial Service's

Thank you so much for your kind words! We’re delighted to hear you had a positive experience and that we could help you set up your AVC quickly and efficiently.

Rated 5 out of 5 stars

Jerry was amazing to deal with

Jerry was amazing to deal with in helping me set up my AVCs. Carmel is also extremely helpful in offering any help or information on questions asked

12 November 2024
Unprompted review
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Reply from David Kelleher Financial Service's

Thank you for your kind feedback! It’s always our goal to make the process as smooth and clear as possible.

Rated 5 out of 5 stars

Excellent Service, very pleasant to deal with

David Carmel and Grace are a pleasure to speak to. They go above and beyond to do their best for you. I initially had an exclusion on my salary protection policy which I anticipated and Carmel went to great effort to fight it and I recieved full cover in the end. It was all set up after one quick phone call couldn't have been easier. Thank you Carmel David and Grace

26 August 2024
Unprompted review
David Kelleher Financial Service's logo

Reply from David Kelleher Financial Service's

Thank you so much for your kind words! We’re delighted to hear you had a great experience. Carmel is always willing to go the extra mile and get that exclusion removed for you—she’s amazing at fighting for the best outcomes for our clients.

Thanks again for your lovely feedback!

Rated 5 out of 5 stars

Excellent service, excellent people

Both Jerry and Carmel were excellent to deal with for both AVC and setting up an investment account. Everything was clearly explained in a way we could understand. They were supportive but never pushy. I'm happy to recommend them to friends and family. I'm looking forward to dealing with them for years to come.

1 August 2024
Rated 5 out of 5 stars

I cannot recommend Jerry highly enough

I cannot recommend Jerry highly enough. It was like speaking to a well-informed friend who has your best interests at heart. At no point did I feel that he was just looking for the opportunity to sell me something - I gather from talking to friends that this is common when dealing with other companies. His advice was clear, straightforward and helpful and has given me great peace of mind - invaluable! Book a consult now - you'll be glad you did!

25 July 2024

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