“David Keenan has been looking after our family finances since 2020. We are both in our 30s and it was time to start planning for the future and retirement. We approached David to help us. Since we got David on board he has been a great help, ensuring we achieve our goals, in both savings and retirement. Initially it was just savings we wanted, but after meeting with David, we soon realised we needed more of what he could offer.
He ensures annually that we are on the right track for retirement and keeps us posted on our finances. He has helped us set up savings, mortgage protection, and serious illness cover.
David works tirelessly for his clients & nothing is too much trouble. Great peace of mind knowing he is always at the end of the phone and that our family is financially secure for the future.”
Peter & DeirdreDublin
“David Keenan has been looking after my financial affairs for the past 5 years and I have found him to be very professional, well-educated and up to date with financial matters. David takes a keen interest in ensuring that I get the best advice and I regularly receive updates on fund performance and new opportunities. Each year I receive a detailed presentation of my financial affairs and David takes me step by step through everything. I find this gives me great reassurance and comfort. Passion, knowledge and a genuine interest in achieving results for clients is what makes David a truly professional Financial Adviser.”
LukeAthlone
“Some time ago, I decided to fully assess my future long-term options with pensions, assets, savings options, etc. Objective was to ensure that I properly secured a good financial future for myself, my wife, and my family. Aim being to seek proper professional advice to maximize my future financial security. KO Financial provided this advice around my various pension plans re what to do with same to balance risks and returns for each. As well as advise around various savings investments for myself and for my family.
The service provided was and remains excellent with regular follow up reviews on same. At these reviews we assess each of the policies one by one and change/amend accordingly depending on typical factors i.e. my latest financial circumstances, current age to retirement, current market conditions, etc. David O’Shaughnessy has been a very calming and obliging presence throughout. I would recommend KO Financials to others as you get the personal level of treatment and respect throughout all dealings. Also, very accommodating, and efficient with setting up and/or amending any policies making them totally seamless and transparent”
Karl LloydHoneywell Director
“KO Financial were recommended to me when I needed some advice regarding a lump sum that I needed to invest wisely. They provided me with a growth yet diversified strategy that would allow my funds to grow over time. Since then, I have sought Pension Advice and moved all of my Pension Funds to KO Financial who now actively manage my complete portfolio. I find them responsive, approachable, and very easy to deal with. I would have no hesitation in recommending KO Financial.”
Vincent KeoghDublin
“I had been working in the public or academic sectors for over 30 years when I decided to take early retirement and setup my own company and I did not have a clue! For that reason, I reached out to KO Financial on a recommendation to seek their financial guidance and assistance with all aspects of my new company, and my family, activities.
KO Financial provided me with initial financial analysis services to ascertain exactly what was my status in the context of my previous work activities and the establishment of my new company.
On completion of this analysis service, KO Financial identified the financial structures - pension, and insurance services, both personal and business, which I now avail of, indeed KO Financial manage my complete portfolio of such services.
A very wise decision for some like me, who had been cosseted in the public and academic sector all my working life!
It is a great pleasure to work with KO Financial and particularly David O’Shaughnessy - his calm, patient explanations of the intricacies of financial management and its implications for myself and my family was exactly what I needed at this time in my working life. My relationship, and services received, from David and KO Financial undoubtedly have been a critical success factor for my company since its establishment in 2020.
KO Financial receive my very highest recommendation - extremely knowledgeable, proactive and, most importantly, completely trustworthy; always keeping my and my family's best financial needs in my circumstances and context, at the core of their services. Great job!
”
QRPS Consultancy & Training LtdDublin
