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.
