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About Us

Our Message

Exploring finance can be daunting, but we're here to help! With 70+ years of experience, we've seen it all. Let's face it, topics like life insurance and finances can be dull unless you're a fan!

Looking for a Financial Advisor who puts your needs first? Look no further! We prioritize simplicity and building lasting relationships with our clients. Our services cover a wide range of financial needs, from life assurance to investments, and we're dedicated to providing exceptional customer service. Join us on your financial journey today!

Our Team at DKFS

At DKFS, our team boasts over 70 years of combined financial services experience. With a commitment to transparency and impartiality, our dedicated financial advisors provide tailored guidance at every stage of your financial journey. 



David Kelleher

Financial Services Lead 

Dave, hailing from Cork, boasts over 30 years of experience in Financial Services. His wealth of expertise spans various facets of personal finance, making him a valuable resource for his clients.

Whether you require guidance on estate planning, pension management, investments, or any other aspect of your financial strategy,

Dave is ready to lend a hand. He's committed to demystifying financial jargon and injecting a touch of humour into the process. When he's not untangling financial complexities, you'll likely find him engrossed in a gripping crime novel, cup of tea in hand.



Carmel Green

Financial Services Lead,  Head of Business Development

Carmel oversees client portfolios and acts as the liaison with product providers. Her dedication lies in ensuring you have the optimal financial plan tailored to your needs. While Carmel is well-versed in various financial aspects, her specialty lies in protection. She goes the extra mile to navigate the complexities of life insurance, advocating for clients regardless of their health status.

Carmel assesses everyone’s circumstances and recommends insurers who are understanding of their condition, prioritising their well-being over mere affordability. She ensures you grasp the ins and outs of your policy, explaining any exclusions in plain language before you commit. Committed to simplifying financial jargon, Carmel adds a dash of humour to the process—making her a perfect fit alongside Dave! 

When not immersed in financial matters or updating social media, you'll likely find her engrossed in a gripping crime novel; though, unlike Dave, she's a coffee connoisseur!


Jerry O Mahony  Financial Advisor

Jerry is a certified and seasoned financial advisor with a deep understanding of financial services. Previously, Jerry gained valuable experience working with Cornmarket and AIB Life before joining DKFS.

In his current role, Jerry provides expert advice on insurance, pensions, savings, and investments. He places great importance on building strong and trustworthy relationships with clients from diverse backgrounds, whether they're business owners or individuals. Jerry's goal is to help clients save money, increase their wealth, and deliver value at every interaction by offering independent and clear financial guidance.




Grace Fogarty

Life and Pensions Administrator

Grace became a part of our team in 2023.

At DKFS, she plays a pivotal role in supporting our Financial Planning Advisory team. Her responsibilities include managing and processing applications, as well as facilitating communication between life companies and clients.

Grace's dedication ensures that we maintain our commitment to delivering exceptional customer service.



Ann-Marie Cosgrove

Compliance Officer

Ann-Marie became a part of our team in 2023, bringing with her a wealth of experience from her tenure in the Credit Union industry.

At DKFS, she wears many hats, primarily serving as a Compliance Officer.

In this role, Ann-Marie plays a vital part in ensuring that our company maintains adherence to legal regulations and industry-specific standards. She diligently oversees internal policies and ensures compliance with bylaws.

Outside of work, she dedicates her time as a first responder and indulges her passion for photography.


What our Clients Say

My husband and I have had the pleasure of working with David for a number of years now. Our previous financial advisor had let us down with a number of unsuitable policies and we wasted a lot of money. Dave came to our home and sat at the kitchen table as if we knew him years!

He talked us through all our options and advised us on what would work best for us from pensions to life insurance. We feel secure and protected for the future thanks to Dave. I would recommend him in a heartbeat for anyone looking for financial advice and to secure their future.

-Melissa & Jonathan


My husband & I have always worked with Dave. He takes the hassle out of applications, makes the nitty gritty easy to understand and above all puts us & our needs first. Total peace of mind and absolute professionalism - we certainly will not be wanting when it comes to having the best options made available to us. Five stars from us!

-Liz & Morgan


I got in touch with David initially regarding salary protection. I found him to be so thorough and hardworking that I now go to him for all my family's insurance needs. He is so knowledgeable in his field and so trustworthy that I have recommended him to family, friends and colleagues countless times. He is also a really great guy and I look forward to our meetings for a cuppa, a catch up and a laugh too.

-Kara & Alex


A fantastic service

A fantastic service from the moment of booking! Thankyou Carmel and David and thanks David for listening to all my questions and explaining clearly your answers without having an agenda. This team will work in your best interest , give you sound advice and keep you on track to reach your goals .


Dave is a through Gentleman,
I have been with Dave as a client for the past 14 years, I can always say that he is superb at his work finding the best cover and unbeatable prices, Extremely helpful and efficient.
Would highly recommend him & his team



We have known Dave since 2010 and have remained with him to date he is fantastic guy and it is so easy to contact him if we need help. He is so approachable and so easy to talk to there is no fancy words everything is explained correctly, and he makes it easy to understand everything. Dave’s a brilliant man and have helped us so much, he's always ready to help even outside working hours I would highly recommend dave if a rating in stars would go, he would have to get the full 5 stars!


Dave is a wonderful man to deal with. Since day one of been in contact with him, he had always got us the best deal he could. Trustworthy and reliable are two things that springs to mind. Comfortable knowing my husband and I are in capable hands.

-Colette & Damien

Absolutely love dealing with Dave Kelleher. He is extremely helpful with financial situations, gives great ‘down to earth’ advice. I would highly recommend him to all, a true gent! Would never go past him!

-Emer & Darren

I have been doing business with Dave for many years. He goes above and beyond for ALL his clients to bring them the best policy for their money and personal requirements. I will continue to recommend him to all my family and friends.


Dave is a great broker; he has helped me with setting up a pension and a number of insurance policies. He gave me great advice and was always willing to go the extra mile. Will recommend him to all my friends and family.

-Vincent Fitzgerald

I met David Kelleher five years ago he consolidated all my policies into one package and reduced the payments for me I cannot recommend him highly enough for his professionalism and his knowledge of the insurance industry.


My husband and I highly recommend Dave Kelleher. He is extremely professional and always ready to guide us through any questions or concerns we might have. His advice has been invaluable to us for the last 15 years. It gives us great security knowing we can call Dave to review our policies or change arrangements if needs be.

-Dave & Tracey

Thanks so much to Dave for the AMAZING advice and support. He explained everything and made it all so clear and easy for me to understand. He was extremely professional, and I was so comfortable with him. I could not recommend him highly enough.

-Brenda & Trevor

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.