Reviewed for

Insurance and Protection ( 21 )

Mortgages ( 101 )

Pensions ( 2 )

Equity Release ( 10 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 1 )

Inheritance Planning ( 2 )

Long Term Care ( 4 )

Financial Planning ( 6 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£200k - £500k ( 2 )

£100k - £200k ( 8 )

£50k - 100k ( 5 )

Up to £50k ( 40 )

Client reviews

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

I needed help with how to approach mortgages, and explaining the process from start to finish.

Have you seen the outcome you were hoping for?

Yes - definitely, well on the way to securing a property after really helpful advice.

How has Shannan Pool-Gorman helped you?

Explained the process step by step with really specific advice for my situation. On hand at every opportunity to guide me through.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Remortgaging

Have you seen the outcome you were hoping for?

Yes

How has Shannan Pool-Gorman helped you?

Shannan got in touch 6 months before our existing mortgage deal came to an end which gave us plenty of time to find the best deal to move into. We were given constant updates without ever having to chase information and successfully completed on our new mortgage in the end.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Complicated market to understand some mortgage criteria’s. Completely takes the stress out of the whole process.

Have you seen the outcome you were hoping for?

Yes. Remortgaged on a deal which I’m happy with.

How has Shannan Pool-Gorman helped you?

Very helpful from start to finish, explaining all the jargon in simple English.

What could they have done better?

Nothing.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Remortgage

Have you seen the outcome you were hoping for?

Yes

How has Shannan Pool-Gorman helped you?

Shes find better remortgage offer

What could they have done better?

Nothing

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

Following a difficult separation from my husband I needed financial advise and mortgage advise.

Have you seen the outcome you were hoping for?

Yes. It's been a long journey but Shannon and her team were professional and helpful throughout. I got a mortgage I could afford despite loosing out on the first property I tried to buy.

How has Shannan Pool-Gorman helped you?

Shannon was amazing. She had really detailed knowledge and advised about issues I hadn't considered. She was professional and supportive and guided me through the whole process to a point where my family had what it needed financially to start again. That's priceless. Thank you Shannon.

What could they have done better?

Nothing. I am very grateful for their expertise and recommend them to anyone who will listen!

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

buying our first house

Have you seen the outcome you were hoping for?

YES.

How has Shannan Pool-Gorman helped you?

Shannan guided us through the entire process - explaining all our options, never pressuring us to make a decision, and helping us to the best outcome for us

What could they have done better?

nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

I was recommended

Have you seen the outcome you were hoping for?

Yes I have

How has Shannan Pool-Gorman helped you?

They gave me good advice in a tricky market

What could they have done better?

Not too much

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Shannan

Excellent, very clear, invaluable knowledge, and listened well to our particular issues. Went away and researched and gave sound advice. Highly recommend.

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Shannan

Shannan is quite thorough in her research. She finds out all about what you, (the client) need. As a supportive business in the community she is interested in everything that goes on to support local business and activities too.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Wanted advice regarding an equity release on our property for home improvements

Have you seen the outcome you were hoping for?

We are in the process of finalising the equity release and it is all positive

How has Shannan Pool-Gorman helped you?

Shannan has been very professional and excellent in her advice and extremely thorough. Constantly ensuring that we were happy with the outcome and all it entailed.

What could they have done better?

All aspects were covered and we are extremely happy with the service given so I feel this question is irrelevant in our case

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Shannan

From our initial enquiry, Shannan was very professional in handling our case, but at the same time so welcoming and friendly. We had every confidence and trust in Shannan knowing she would have our best interests when evaluating our chances of a successful application. We were made to feel very welcome and Shannan spent so much time with us, which we have never experienced anywhere before. Everyone at the company were so friendly and you just knew that you were in safe hands. One important part of this experience was that Shannan was honest with us, providing invaluable advice and not just wanting to offer a product that would not be financially viable to us.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Moving house 2 years ago and then new mortgage deal once term was up.

Have you seen the outcome you were hoping for?

Yes

How has Shannan Pool-Gorman helped you?

Finding us a deal that suited us in all aspects

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

House purchase and needed a mortgage

Have you seen the outcome you were hoping for?

Yes

How has Shannan Pool-Gorman helped you?

Yes. Very helpful.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

This team was recommended to me by friends who had used their services to help them buy a property. I am now in the process of buying my first home, and I couldn't have done this without the ladies here. They are amazing!!

Have you seen the outcome you were hoping for?

Absolutely, they've helped me with everything, and I'm so grateful. I can't believe that i'm buying my first home.

How has Shannan Pool-Gorman helped you?

She's helped me understand every aspect of buying a property. She's talked through the process on a 1-1 basis which was super helpful. She's worked hard behind the scenes to get me where I am today and I'm very grateful for her and her team.

What could they have done better?

Nothing, they've gone above and beyond. I can't thank them enough!

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Having to re mortgage our house

Have you seen the outcome you were hoping for?

Yes

How has Shannan Pool-Gorman helped you?

She has explained everything and we are happy we now understand in these difficult times

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

After inheritance

Have you seen the outcome you were hoping for?

Currently on-going

How has Shannan Pool-Gorman helped you?

Very much so.

What could they have done better?

From my experience I feel this company has the right approach, so no I don't think they need to do anything better.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We wanted help with saving and applying for a mortgage.

Have you seen the outcome you were hoping for?

We have received the offer for our mortgage.

How has Shannan Pool-Gorman helped you?

I recently had the privilege of working with a remarkable financial advisor Shannan, and I cannot express enough how grateful I am for their exceptional guidance and expertise. Shannan's invaluable assistance played an instrumental role in securing a mortgage offer. We wholeheartedly recommend their services to anyone seeking financial advice, especially when it comes to advice that is personal to your values. From our very first meeting, it was evident that Shannan possessed a deep understanding of the intricate details and nuances of the mortgage industry. They took the time to listen attentively to our goals and aspirations, while also considering our financial circumstances. Their ability to strike a perfect balance between personalization and professionalism made me feel confident and reassured throughout the entire process.

What could they have done better?

N/A

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

I was moving house and had used a free mortgage broker for my previous mortgage, whilst this had the benefit of being free my options seemed very black and white and I wasn't confident in the ins and outs, or what all my different options were. So, I decided to contact Shannan as I was happy to pay if it meant I got a more personal and in depth service.

Have you seen the outcome you were hoping for?

Absolutely!! I was confident applying for my mortgage this time round and was happy Shannan had accounted for all my choices to find the mortgage best for me. I have now been accepted and am completely happy with the outcome.

How has Shannan Pool-Gorman helped you?

Shannan took the time to fully understand every detail that I wanted from my mortgage and was there to answer any questions I had at any time, as were the rest of the girls at Rosewood.

What could they have done better?

Nothing - 10/10

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Initially to look at a remortgage with a view to also releasing funds to build a rear and side extension

Have you seen the outcome you were hoping for?

Yes completely

How has Shannan Pool-Gorman helped you?

The guidance and support I have received from Shannan on not just the remortgage but also on my overall financial situation and planning needs has been invaluable and has helped me both practically and emotionally. I am truly grateful…

What could they have done better?

Absolutely nothing more…

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Originally we were looking to remortgage our house. In order to get the best rate in the current market we approached Shannan for advise.

How has Shannan Pool-Gorman helped you?

Yes. We originally provided all the required info and are expected outcome. This was all collated prior to our first meeting. During our first meeting we discussion a number of options and diverted into a different direction. We now own are original how on a BTL but also have a nice shiny new house.

Have you seen the outcome you were hoping for?

Despite diverting completely away from the original plan, we couldn’t be happier with the final outcome. We were well supported throughout and given great advise.

What could they have done better?

Very little. If pushed I would say reiterate the dates payments would be due more.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Had to remortgage

How has Shannan Pool-Gorman helped you?

Look in depth at our circumstances and matched it to the available products on the market, also taking into consideration the current economic conditions.

Have you seen the outcome you were hoping for?

Yes, I feel that we well briefed on our options and that Shannon had thuroughly researched the market and our circumstances. I believe that with her help we have moved to the best mortgage product for our position.

What could they have done better?

Nohing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

My boyfriend and I were applying for a mortgage but wanted some advice as I had a temporary contract of work so we wanted to know which lenders would be best suited for us and only apply if we were certain to be accepted for a mortgage.

How has Shannan Pool-Gorman helped you?

She did all of the research for our mortgage application taking into consideration what our preferences were. She was also found is a mortgage renewal deal that best suits us during this time of high interest rates

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing - we are extremely happy with the service

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

First time buyer working in self employed construction and I was struggling to find any reasonable mortgage rates without them thinking I had my own company.

How has Shannan Pool-Gorman helped you?

Shannan helped us to secure a mortgage in no time given our circumstances and current economic climate and other little to no setbacks.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Wanted a mortgage

How has Shannan Pool-Gorman helped you?

With my mortgage and solicitor.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing, they did everything prefect. Would definitely recommend them to friends and family ?

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Needed a difficult remortgage.

How has Shannan Pool-Gorman helped you?

By being patient and communicative at all stages of the process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

Moving back to the UK after more than 20 years in France

How has Shannan Pool-Gorman helped you?

Shannan helped us secure a great mortgage deal, very friendly and incredibly professional service. A real pleasure speaking to and dealing with Shannan.

Have you seen the outcome you were hoping for?

Yes, couldn't be happier!

What could they have done better?

Nothing at all, everything went according to plan!

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

To remortgage

How has Shannan Pool-Gorman helped you?

Shannan has managed the whole process of remortgaging and made the journey as seamless as possible. Shannan really has your best interest and wants to help you get the best outcome. Shannan’s advice and knowledge is amazing!

Have you seen the outcome you were hoping for?

Yes, Shannan has enabled us to remortgage successfully and found the most suitable product.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We have used Shannan for our initial mortgage process and now our re mortgage.

How has Shannan Pool-Gorman helped you?

Shannan has helped us so much in regards to the information she has given us. Going above an beyond to make sure things happen and fast. Being someone who can reassure us and make us understand the processes we needed to do and complete.

Have you seen the outcome you were hoping for?

100%. We got a mortgage and now we’ve sorted out re mortgage.

What could they have done better?

Nothing in my eyes. Great team and fantastic work by Shannan.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Complexity surrounding mortgages and the market.

How has Shannan Pool-Gorman helped you?

Shannon sorted our mortgage and went above and beyond to ensure we received the best deal. She used initiative and was proactive and reassuring throughout the whole process.

Have you seen the outcome you were hoping for?

Yes - fixed our mortgage at a competitive rate.

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We wanted to switch our existing mortgage and ensure that we gained the best deal.

How has Shannan Pool-Gorman helped you?

Shannan has provided us with an overview of what products were available on the market to suit our needs. We felt that our decsion to switch mortgages was the right thing to do after discussing the various options available with Shannan.

Have you seen the outcome you were hoping for?

We are entering into our new mortgage product feeling assured that we have the beat deal currently on the market to suit our needs.

What could they have done better?

There is nothing in our opinion to improve on.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

I was looking to buy a house, so I needed advice on mortgages and how I go about obtaining one.

How has Shannan Pool-Gorman helped you?

From the very start she was very helpful and full of information. Kept me up to date with every step and went beyond to get me the best deal.

Have you seen the outcome you were hoping for?

Yes, even more so.

What could they have done better?

Nothing.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Our mortgage was approaching the renewal date.

How has Shannan Pool-Gorman helped you?

We sat down with Shannan to explain our situation and she listened and provided her expert advice on the best product for our circumstances.

Have you seen the outcome you were hoping for?

Yes, we are remortgaging with the mortgage product Shannon has recommended.

What could they have done better?

Nothing

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We wanted to start the process of buying a house, we liked that they weren't a massive chain but a genuine, honest and local business

How has Shannan Pool-Gorman helped you?

Shannan and her team were fantastic, they were helpful, experienced, and actioned all tasks quickly and efficiently. We knew we'd have limited optioned based on my own circumstances but that didn't stop them getting what we needed!

Have you seen the outcome you were hoping for?

Yes we have been in our house just over a month now, there were struggles and there were challenges but the team fought for us, getting us to where we are now.

What could they have done better?

Nothing!

Shannan's reply

Thank you so much for the amazing review Connor. We got there in the end hey! Really pleased you and Lauren are settled in your new home, look forward to hearing all about it.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice

How has Shannan Pool-Gorman helped you?

Recommended a mortgage that met my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We are buying a house and we needed help and advice to get the mortgage.

How has Shannan Pool-Gorman helped you?

She has greatly guided and helped us to get the mortgage.

Have you seen the outcome you were hoping for?

Yes, we have got the mortgage.

What could they have done better?

Nothing.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I am buying a house and I needed an advice to get a mortgage.

How has Shannan Pool-Gorman helped you?

She has helped me greatly. With her advice I received a satisfying mortgage offer.

Have you seen the outcome you were hoping for?

Yes, I have got the mortgage offer.

What could they have done better?

Nothing.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

We needed to find a mortgage

How has Shannan Pool-Gorman helped you?

Shannan was extremely helpful and found us a great deal, friendly, professional and an absolute pleasure to speak to.

Have you seen the outcome you were hoping for?

Yes, Shannan found us a great deal..

What could they have done better?

Nothing! everything was perfect.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We were buying our first house.

How has Shannan Pool-Gorman helped you?

How hasn't Shannan helped us!? From what I hear the process of getting a mortgage for your house is stressful. Not when Shannan is on your side. The woman is brilliant and makes the whole process as smooth as possible whilst also dealing with literally everything. Only getting in touch with you to keep you in the loop and to make sure all the needed documents and such are there....

Have you seen the outcome you were hoping for?

Massively. So easy and what seemed like an easy process our side.

What could they have done better?

Nothing. The coffee at the office is brilliant, the office itself is just stunning and the service is perfect.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Needed a mortgage to buy a property after separation.

How has Shannan Pool-Gorman helped you?

She's made complicated matters very easy.

Have you seen the outcome you were hoping for?

Yes, above and beyond.

What could they have done better?

Nothing

Shannan's reply

Thank you so much for your review Kathryn, much appreciated and it is a pleasure to be able to support you with your mortgage planning. Look forward to catching up at our next review.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Time to remortgage our existing property

How has Shannan Pool-Gorman helped you?

Shannan identified the most suitable mortgage for our property alongside going to market for conveyancing services and managed the whole process

Have you seen the outcome you were hoping for?

Yes, fully remortgaged despite challenges with the land registry.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Re Mortgage

How has Shannan Pool-Gorman helped you?

Further Advance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Absolutely nothing - excellent service

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Buying a house

How has Shannan Pool-Gorman helped you?

My partner and I went to see Shannan based on a recommendation from a friend in order to get a mortgage. Shannan took the time to look at our individual circumstances and guided us through the process, enabling us to buy our new family home

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2022

Overall

Value

Advice

Service

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We wanted to explore equity release.

How has Shannan Pool-Gorman helped you?

Following the incorrect advice from an equity release company. Shannon gave us the correct and unbiased information for us to make an informed decision.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

I wanted good, independent local advice.

How has Shannan Pool-Gorman helped you?

Shannan has taken the time to understand my requirements and ask questions that I would never have thought of that opened up a new set of options

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Can’t think of anything. The communication and client care has been first class.

Review from verified client

April, 2022

Overall

Service

Advice

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Brokering a mortgage after difficulties securing one myself

How has Shannan Pool-Gorman helped you?

Shannan provided advice on the long term benefits of various mortgage products, and helped me to secure a mortgage that far surpassed what I was able to find alone

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We are buying our first house, and contacted Shannan for mortgage advice.

How has Shannan Pool-Gorman helped you?

Shannan has guided us through the process of our first mortgage with a lot of care and empathy. She listened carefully to what we were looking for, and hasn’t assumed knowledge on our part. She has been incredibly efficient, helpful and proactive throughout.

Have you seen the outcome you were hoping for?

We’re very happy with the mortgage that Shannan has secured for us, and for all the advice and support she has provided.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We needed to re-mortgage, our term was coming to an end. We didn't want to video chat or input lots of details, we wanted a face to face conversation. We wanted to be able to build a relationship with a person who had our interest's at heart, not a bank looking for profit.

How has Shannan Pool-Gorman helped you?

Shannan got us an amazing 10 year deal on a mortgage. She went above and beyond to help. She actually listened to our requirement and took care to find out our life style and goals. We will be recommending Shannan and Rosewood Wealth Management to all our friends for their exceptional customer service and care .

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Mortgage renewal advice

How has Shannan Pool-Gorman helped you?

Shannon has spent time searching through the options and has been extremely thorough in finding the best deal to suit our requirements.

Have you seen the outcome you were hoping for?

Yes definitely. We are extremely happy with the service.

What could they have done better?

Nothing. It would be nice to be back to face to face appointments in the near future.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

I needed a new mortgage broker for my investment properties, having sold my original business and started a new phase in my life.

How has Shannan Pool-Gorman helped you?

Shannan gave me a great deal of support and advice around investment mortgages.

Have you seen the outcome you were hoping for?

Shannan delivered a first class service providing me with not only the right products for my continued investment but solid advice and contacts on things she was unable to help with.

What could they have done better?

Absolutely nothing - unfortunately Shannan doesn't offer commercial mortgages but the person she put me in touch with is first class. I still use her for my other residential mortgages.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Re mortgage our property

How has Shannan Pool-Gorman helped you?

Shannon spent time getting to know about us and our finances . She found us an excellent mortgage rate, she went to great lengths to make sure the deal we got worked for us. Very helpful very knowledgeable and very easy to talk too. Shannon responded to emails and calls promptly . Shannon went above and beyond to support us through the entire process of our remortgage.

Have you seen the outcome you were hoping for?

We certainly have

What could they have done better?

Absolutely nothing .

Shannan's reply

Thank you very much Sam! It's a pleasure working with you and supporting you to get the best mortgage most suitable for your circumstances.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Remortgage

How has Shannan Pool-Gorman helped you?

Secured an excellent rate at a volatile time in mortgage market. She was extremely professional, explained everything clearly and concisely, was very personable and ensured the process ran smoothly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We couldn’t fault the service

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

For mortgage purpose 5 star .

How has Shannan Pool-Gorman helped you?

With all the advice helped me get the best mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They are 5 star

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

We are moving back to the UK and needed a mortgage

How has Shannan Pool-Gorman helped you?

Shannan helped us find a mortgage, she is professional, quick and easy to work with. She made the process feel really smooth and easy. We will definitely be using her services in the future.

Have you seen the outcome you were hoping for?

Yes

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Shannan Pool-Gorman helped you since your last review?

Been on hand whenever we have needed her for all our insurance renewals

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Shannan Pool-Gorman helped you since your last review?

From the last review She didn't help me

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

This review is a follow-up review from a client who left a review previously.

How has Shannan Pool-Gorman helped you since your last review?

Shannan and her team went above and beyond to help us.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Reduced salary and forced unpaid leave, made it really difficult to get remortgaged

How has Shannan Pool-Gorman helped you?

Relentless. Shannan delivered on what she said she would.

Have you seen the outcome you were hoping for?

Yes we got the remortgage through, after jumping through so many hoops.

What could they have done better?

Nothing. Keep doing what you are doing.

Repeat review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Shannan Pool-Gorman helped you since your last review?

Shannon has been putting steps in place for us to achieve our goals. These steps are realistic and achievable. We know that with her knowledge and support we will get where we want to be.

Shannan's reply

Thank you for the review, really appreciate! Hope you are all well and sounds great, look forward to chatting when you are ready.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Looking for a mortgage on a recently purchased home.

How has Shannan Pool-Gorman helped you?

Shannon and colleagues were very helpful. Problems arose with my credit score, she guided me through step by step and kept in constant contact.

Have you seen the outcome you were hoping for?

Got the mortgage I wanted!

What could they have done better?

Nothing, they were brilliant.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We were first-time buyers seeking mortgage advice

How has Shannan Pool-Gorman helped you?

Shannan has been friendly, professional and easy to deal with ever since we first got in touch. She helped us secure our first mortgage offer and, when the seller pulled out, Shannan went above and beyond to help us get a new mortgage on a different property. Shannan also advised on life insurance and made it very easy to find a plan that suited us.

Have you seen the outcome you were hoping for?

We’re very happy with the work Shannan has carried out for us. I’ve already recommended Rosewood to a colleague of mine

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Applying for mortgage

How has Shannan Pool-Gorman helped you?

Shannan have looked for best deal for me and in fact she discover that mortgage in principle with Halifax which i have applied previously would be unsuccessful. So i am very grateful for finding best offer.

Have you seen the outcome you were hoping for?

So far everything goin very well

What could they have done better?

N/A

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Selling and buying properties requiring a change in mortgage

How has Shannan Pool-Gorman helped you?

Impartial, honest advice about how to get a mortgage, what options I have and Shannan arranged the whole thing for me. Very userfriendly, straightforward language used. These things can be so complicated but Shannan made it really clear!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing- thank you Shannan!

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Seeking a let to buy mortgage and a residential mortgage

How has Shannan Pool-Gorman helped you?

She did an excellent job in ensuring both of my complicated cases were accepted

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We were purchasing a new home and looking to keep our current property as an investment, so needed advice on the best way to approach the situation.

How has Shannan Pool-Gorman helped you?

Comprehensive, up-to-date advice, relevant to our situation, found and offered us products we were very happy with.

Have you seen the outcome you were hoping for?

Yes, everything progressed as hoped, successfully achieved what we were hoping for - Shannan has been excellent throughout the whole process - professional and knowledgeable.

What could they have done better?

Nothing.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

First time buyer mortgage

How has Shannan Pool-Gorman helped you?

Shannan helped me enormously to get a mortgage offer. As I first time buyer I was unsure on the process. Shannan provided expert advise clearly and acted quickly to get my mortgage application processed. I will be using Rosewood Wealth for future financial advice. Highly recommended!

Have you seen the outcome you were hoping for?

Yes very much so. Excellent service, advice and communication.

What could they have done better?

Nothing. I’m extremely happy, the service was impeccable.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I needed someone professional to help me to buy my house an find best deal.

How has Shannan Pool-Gorman helped you?

Shannan found best deal for me and bank that will accept furlough on my payslip.

Have you seen the outcome you were hoping for?

Yes I get good deal.

What could they have done better?

I'm happy with results.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Mortgage application

How has Shannan Pool-Gorman helped you?

Shannan has provided professional financial advice and gave me the opportunity to look at staying in my marital home following separation. Her professional knowledge and advice has been better than exemplary and I cannot thank her enough. Shannan has given her personal touch and has made this stressful process easier by supporting me through the whole experience. I feel very fortunate to have met Shannan and know I am in safe hands. Shannan and all the staff at Rosewood Wealth Management Ltd have been absolutely brilliant and I cannot thank them enough for all their great help.

Have you seen the outcome you were hoping for?

Keeping everything crossed that the mortgage application is accepted, going through property valuation report stage.

What could they have done better?

They have been absolutely brilliant.

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Shannan

Shannan was fantastic throughout the process of gaining a mortgage through a Limited Company. Precisely explaining what was needed, when it was needed and happy to explain anything that I had questions about. Always promptly replying to emails and chasing anything as it was needed. Looking forward to working with Rosewood Wealth Management in the future.

First impression from a user who is not yet a client

July, 2021

Overall

Please provide a brief comment about your experience with Shannan

Shannan was very good and nothing was too much of a problem for her.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Re-mortgaging our house.

How has Shannan Pool-Gorman helped you?

Shannon found the right product and liaised with the lender to secure a good deal. Very responsive.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything!

Shannan's reply

Thank you for your lovely review Patrick!

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We were looking to buy a new build house as a second buyer.

How has Shannan Pool-Gorman helped you?

Shannan was extremely patient with us. She heard to what we required and what our preferences were and tailor made the products as per our request.

Have you seen the outcome you were hoping for?

Yes we were very pleased with the professionalism and the personal touch provided by Shannan

What could they have done better?

It was a perfect experience for us and wouldn’t change it at all.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We decided to move home and sell our semi detached home because we wanted more floor space and a detached home.

How has Shannan Pool-Gorman helped you?

Shannan gave us sound advice for mortgaging our new home and for our life insurance.

Have you seen the outcome you were hoping for?

We felt that Shannan's level of service is above and beyond. Very professional and a pleasure to do business with. We would highly recommend Shannon to friends and family and to anyone that was considering going to Rosewood Wealth Management.

What could they have done better?

Nothing as it felt like a premium service.

Shannan's reply

Thank you so much for the amazing review, it's been a pleasure to support you and Anna and I look forward to a long relationship looking after you both. Thank you also again for the gifts!

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We had unusual circumstances surrounding employment and wanted solid advice on what the best move forward was for applying for a mortgage.

How has Shannan Pool-Gorman helped you?

Research mortgage lenders for us and submitted the application

Have you seen the outcome you were hoping for?

Yes

Shannan's reply

Thank you for your review Sophia, much appreciated and it's been a pleasure supporting you to get your mortgage for your new home.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

Required a new mortgage

How has Shannan Pool-Gorman helped you?

She accessed our circumstances and found us a great mortgage all within a few hours allowing us to get the new home we wanted. She also went above and beyond to resolve our issues when things got complicated.

Have you seen the outcome you were hoping for?

Yes !

What could they have done better?

Nothing she was outstanding

Repeat review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Shannan Pool-Gorman helped you since your last review?

Emails making sure we’re OK on a regular basis

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Remortgage

How has Shannan Pool-Gorman helped you?

Shannon guided me in the right direction with regards to affordability and was very professional in every aspect taking into account my personal circumstances.

Have you seen the outcome you were hoping for?

Wasn’t the right time personally to remortgage but will certainly revisit when I can.

What could they have done better?

Everything was done respectfully and professionally, I cannot find anything that could have been done any better than already have.

Shannan's reply

Thank you so much for your lovely review Lisa, it was an absolute pleasure to help you and I agree, it was very easy to talk to you and I felt we just 'clicked'. Look forward to hearing how you get on. Take care and speak soon.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We needed a really complex mortgage arrangement

How has Shannan Pool-Gorman helped you?

Shannan was extremely helpful and went through numerous options for us and definitely came up with the best solution.

Have you seen the outcome you were hoping for?

Yes- perfect

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

we were in financial difficulty. Sha We were in financial difficulty.

How has Shannan Pool-Gorman helped you?

Shannan advised equity release would be our best option.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

My partner and I wanted to purchase our first home and didn't have the slightest clue where to start.

How has Shannan Pool-Gorman helped you?

Shannon explained every step to us and was always there for us whenever we needed advice or help on something we didn't understand. She was only a phone call a way and made our lives so much less stressful! Shannon always went the extra mile for us, especially with the struggle of extra hoops to jump through with all the new covid regulations. We couldn't have done it without her! I wouldn't recommend anyone else but Shannon.

Have you seen the outcome you were hoping for?

Yes, me and my partner finally moved into our first home and couldn't be any happier!

What could they have done better?

Nothing! Shannon showed her expertise, and despite the coronavirus, she still managed to get the job done in the best way that she could.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We were looking to buy our first home.

How has Shannan Pool-Gorman helped you?

Shannon was absolutely excellent at helping us buy our first house. If we ever had a question or confusion, she had an answer that put us at ease. Her help made what is often a complicated process a lot easier, and we are extremely grateful for her help.

Have you seen the outcome you were hoping for?

Yes - we have now bought our first home.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We were first time buyers seeking advice regarding the mortgage and financial process of buying your first house.

How has Shannan Pool-Gorman helped you?

Shannan was amazing, she explained the whole process clearly and which route and lender would be best for our situation. Throughout the whole process she kept us up to date and offered so much transparency. Shannan made the mortgage applying process feel easy, and without her help and knowledge I would have felt very overwhelmed.

Have you seen the outcome you were hoping for?

Yes, Shannan went above and beyond to help us find the right mortgage and lender for us!

Shannan's reply

Thanks so much for the lovely review Chloe, it has been my pleasure to help you. I am so excited for you both and I cannot wait to hear all about your new house and how you are settling in. Thank you for putting your trust and belief in me.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We were recommended Shannan from a family friend. She didn’t disappoint. As first time buyers we were needing someone to basically hold our hand through the process which she did brilliantly.

How has Shannan Pool-Gorman helped you?

She found us a mortgage which we were happy with. She took a lot of calls from myself and my partner and helped us through the process from start to finish.

Have you seen the outcome you were hoping for?

Yes we have. We have today received our mortgage offer for our first home.

What could they have done better?

I literally cannot think of anything. As first time buyers, we needed someone like Shannan with her experience and she has helped us massively.

Shannan's reply

Thank you so much for the amazing review. It's been an absolute pleasure to work with you both. I hope your new hope brings you so many happy occasions! Looking forward to seeing pics when you are in!!

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Buying a new house

How has Shannan Pool-Gorman helped you?

Advice on possible retirement plans, mortgage advice and finding the best mortgage for our circumstances.

Have you seen the outcome you were hoping for?

Yes, great mortgage deal found that best suited our needs and plans for the future.

What could they have done better?

Nothing, it was really great. Thanks.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Remortgage short term and looking for a new mortgage medium term.

How has Shannan Pool-Gorman helped you?

Met the specific criteria in relation to both mortgages. Provided sound advice and options with the related pros/cons

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Excellent service - nothing

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We were first time buyers that really benefited from Shannan’s help and guidance.

How has Shannan Pool-Gorman helped you?

Shannan talked us through our finances and mortgage options. Making the application process simple and easy.

Have you seen the outcome you were hoping for?

Yes, our mortgage application was accepted within a couple of weeks.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Buying our first home

How has Shannan Pool-Gorman helped you?

No question was too small or too big. She even explained (in human language) the whole process with this being out first time buying a house.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

I don't even think she could have done better for us.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

House move

How has Shannan Pool-Gorman helped you?

Discussion re options, sourced different mortgage offers & very proactive regarding finding info on help to buy schemes

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Mortgage for divorce

How has Shannan Pool-Gorman helped you?

Helped to find right mortgage for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything spot on

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

To give me a 360 degree view of what options are out there.

How has Shannan Pool-Gorman helped you?

After spending time finding out our requirements Shannon reviewed the whole market and came back to us with the best product for our situation.

Have you seen the outcome you were hoping for?

We have a nice, shiny new mortgage at a better rate.

What could they have done better?

I can’t think of anything

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Remortgaging to release capital for home improvements.

How has Shannan Pool-Gorman helped you?

She ensured we maximised the amount of cash we could release at the lowest initial cost and overall cost.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Maybe just ensure that I understood and have fully actioned all steps and paperwork I was meant to fill in and send off to solicitors and separate to bank.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We was looking to buy our first house and apply for a mortgage

How has Shannan Pool-Gorman helped you?

She looked into our circumstances and found the correct route and company for us to apply for a mortgage with

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing, she has been spot on. Gone above and beyond (and still is!)

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Equity release

How has Shannan Pool-Gorman helped you?

Shannon has given us the information we needed ,she was very helpful and we were very impressed by her experience.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

No I We no Shannon has given us good advice and the information we needed. th

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

I was looking to buy my first house with my wife.

How has Shannan Pool-Gorman helped you?

Shannan has held our hand step by step through the whole process. Shannan has given us all the help and advice we have needed, answered any questions we have had and literally been on the other side of the phone whenever we have needed her. We literally could not have done this without her.

Have you seen the outcome you were hoping for?

Yes 100% and Shannan took all the stress out of it for us. I’m a worrier and Shannan made me feel at ease through the whole process.

What could they have done better?

I literally couldn’t have asked for any else. Shannan is definitely a professional at what she does.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Help with finding a mortgage

How has Shannan Pool-Gorman helped you?

got us a mortgage

Have you seen the outcome you were hoping for?

yes

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Buying a new house and taking out life insurance.

How has Shannan Pool-Gorman helped you?

Shannan went above and beyond for me and my husband earlier this year. We decided to sell our house and buy our dream home. Shannan helps us to this and without her advice and guidance, we would have been lost.

Have you seen the outcome you were hoping for?

Yes. Shannan helped us get our dream family home. She was always at the other end of the phone for help. She even helped with our life insurance.

What could they have done better?

Nothing. We haven’t used a financial advisor before but Shannan explained everything we needed know and if we were ever stuck, she explained everything through to us so we understood.

Review from verified client

October, 2020

Overall

Service

Advice

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

because we couldn't get a lender to lend us the amount that we needed

How has Shannan Pool-Gorman helped you?

she were very helpful and never hesitate and she just jump and the case straight away.

Have you seen the outcome you were hoping for?

yes we do

What could they have done better?

well we can't see what else our adviser could do better because she done everything that we ask for ,i would recommend family and friend to this financial advisers.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We was looking for a new mortgage

How has Shannan Pool-Gorman helped you?

She worked tirelessly to get us the right deal

Have you seen the outcome you were hoping for?

Yes 100% great at her job top class

What could they have done better?

No everything great

Shannan's reply

Oh wow thank you so much Craig! So happy to help you and Rachael get into your house and I am over the moon you are settling in and loving it.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Looking to buy our first property and unsure where to begin so we wanted some professional advice and support.

How has Shannan Pool-Gorman helped you?

Shannan helped provide us with affordability advice, mortgage options and throughout the application process gave us regular updates and answered any questions that we had.

Have you seen the outcome you were hoping for?

Yes, we were able to secure a mortgage in spite of some unforeseen financial circumstances on our part which we are really grateful for.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We are looking to find a forever home, clear our debts and quickly build a portfolio in order for us to purchase the right house for us and our two boys, who both have autism.

How has Shannan Pool-Gorman helped you?

She was very honest with regards to realistic goals and outcomes. She was interested in us and the reasons behind our goals, keeping us grounded every step of the way.

Have you seen the outcome you were hoping for?

We have just begun our journey with Shannon, but we are supremely confident, that with her behind us, pushing us on, we will get where we need to be.

What could they have done better?

Nothing that I can think of.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Needed a mortgage

How has Shannan Pool-Gorman helped you?

Very professional and friendly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, everything was handled with any help that I needed.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

I needed some help with a complicated remortgage during the COVID-19 pandemic

How has Shannan Pool-Gorman helped you?

Shannan pulled out all the stops to help us remortgage, even initially almost talking herself out of a job because she knew that our current lender (might) offer us a better deal direct as we had early repayment fees to pay. In short that didn’t work out and Shannan then found us a great deal and ensured we got completion in the timescale we needed. We also received house insurance and life insurance advice that was all very considered and tailored to our situation. What I loved about Shannan is that she is passionate about getting the best deals for the individual and not just about “selling” products. I totally trust her and her partner Donna to look after any of our future needs and can’t recommend hem high enough.

Have you seen the outcome you were hoping for?

Absolutely. Better than expected.

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Shannan

I had an excellent experience with Shannon: she was highly professional, responsive and communicated well. She researched and explained various options but ultimately, she correctly advised me that I was better proceeding independently without incurring her (very reasonable) fees. Although I did not 'do business' with Shannon, I was impressed by her professionalism and transparency and would certainly consider using her in different circumstances.

Shannan's reply

Thank you so much for the lovely review Steve, very much appreciate your feedback and comments. All the very best for the future.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We were wanting to equity release from a Buy to Let, and organise a new mortgage on a new house purchase.

How has Shannan Pool-Gorman helped you?

We approached Shannan initially for some guidance as to what in reality we could equity release and how much we could borrow for the purchase of a new home. Shannan took plenty of time going through our finances with us, to understand our situation and what our short-mid term goals were. She then spent a fair amount of time mulling over several options to find the choice of mortgages that suited our needs.

Have you seen the outcome you were hoping for?

Yes - despite all the challenges that the mortgage market has thrown at us with regards to the Covid-19 situation, Shannan has helped source the right products that suit our needs, and has been great at listening to our concerns and providing us with her advise and opinions.

What could they have done better?

I'm not sure there is anything, despite our situation being fairly straight forwards, Shannan has still managed to find the right blend of products that will work for our properties even with all the restrictions in place re Covid-19.

Shannan's reply

Thank you so much for the review Louise! I am really pleased you are happy with the support I have given you and Andrew. I know it has been challenging with Covid-19 but I hope we will get the outcome you both want even with the obstacles we have had :-)

First impression from a user who is not yet a client

April, 2020

Overall

Please provide a brief comment about your experience with Shannan

I was extremely impressed by Shannan’s knowledge and she explained everything very clearly. She explained the options and the benefits of each one. She was very honest and I felt I had trust in her straight away. Shannan made me feel very comfortable and confident in her and was extremely friendly and helpful. It was so nice to feel at ease and understand all the information that was being delivered to me. Thank you

Shannan's reply

Thank you for your lovely review Caroline. It is a pleasure to have you as a client and I look forward to many years of working together to achieve your financial goals.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Looking to release some equity from home to cover garden landscaping costs

How has Shannan Pool-Gorman helped you?

Shannon gave us excellent advice at the best interest rate for us exceptionally friendly & professional

Have you seen the outcome you were hoping for?

Considering the current problem with Coronavirus we feel everything went through very quickly

What could they have done better?

Absolutely nothing perfectly smooth process

First impression from a user who is not yet a client

December, 2019

Overall

Please provide a brief comment about your experience with Shannan

Shannan was very helpful, knowledgeable and efficient. Sourcing a very good mortgage deal for us very quickly.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I was looking for ways to raise funds in order to start a new business, but my financial circumstances are complicated so I needed sound independent advice about what my options might be.

How has Shannan Pool-Gorman helped you?

Shannan helped me tremendously, by considering my aim of starting a new business and then thoroughly investigating my financial situation (what I own, what I owe, different sources of income etc.) so that she had a detailed and comprehensive understanding from which she could advise as to whether it would even be possible and my options for achieving that; in particular looking at the availability of Buy To Let mortgages. Beyond my immediate/short-term needs, Shannan also made sure that the medium- and long-term impact of my plans were considered too, emphasising the importance of regular/annual reviews. She is obviously very knowledgeable about the finance sector but has a wonderful way of explaining financial/legal 'jargon' in clear Plain English terms so that they can be easily understood by her clients. Above all, she treated me as a human being, with respect, honesty and integrity, and keeping me updated at every step of the way.

Have you seen the outcome you were hoping for?

Absolutely! I've received an offer for a Buy To Let mortgage that not only gives me the funds to start my business but also consolidates some existing debts and puts me in a much stronger and secure financial position. But beyond that, I have found something priceless -someone who I can absolutely trust to give me sound financial advice for many years to come; I can't recommend her highly enough - she's worth her weight in gold!

What could they have done better?

There's nothing that Shannan could have done better. She gives 110% and is completely dedicated and diligent.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We required a rather complexed mortgage deal due to circumstances.

How has Shannan Pool-Gorman helped you?

From start to finish Shannan was fantastic. She managed to secure us a Mortgage under very difficult circumstances. Keeping me updated all the way and going beyond the call of duty in her dedication to our needs.

Have you seen the outcome you were hoping for?

Yes, very much so!

What could they have done better?

Shannan could not of done anything better. Her correspondence and follow ups were second to none.

Shannan's reply

Thank you so much Viv for such an amazing review! You have made my day. Thank you ever so much. Let’s get you your dream home!

First impression from a user who is not yet a client

December, 2019

Overall

Please provide a brief comment about your experience with Shannan

Very helpful and knowledgeable about the products I am interested in. Would not hesitate to recommend her

Shannan's reply

Thank you Sue for your lovely review, it is very much appreciated and I am so happy that you are happy with the service I am giving you.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We where looking at moving to a new property which would require a much larger financial commitment. We contacted Shannan to not only review our financial situation and advise on affordability but also carry out a full financial health check and really help us to make some changes that will make a huge short term and long term difference to our financial health.

How has Shannan Pool-Gorman helped you?

Shannan has provided us comprehensive advice and direction in a straight forward and pro active manner. Shannan has reduced our current mortgage by over 35% and has also secured a approval in principal for a new property. A number of other financial improvements are also underway from credit score improvement to insurance and health care.

Have you seen the outcome you were hoping for?

Most certainly

What could they have done better?

Seems very busy, all for good reasons. I would recommend some trainee help for the more admin based tasks.

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Shannan

The service I received from Shannan was absolutely exceptional on every level during which she spent over four hours talking through all my options.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

First time buyer and was able to make the first steps onto the property ladder

How has Shannan Pool-Gorman helped you?

Shannan was fantastic made the process really easy to understand and supported me at every step, without Shannan and her expertise i wouldn't have known where to start

Have you seen the outcome you were hoping for?

Yes thanks to shannan I will hopefully be completing and getting the keys in the new year

Shannan's reply

Thank you for the lovely review Laura. It's been my pleasure getting to know you and helping you into your new home.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Wanting to release equity from my home.

How has Shannan Pool-Gorman helped you?

Very helpful and talked me through the process and how it would all work.

Have you seen the outcome you were hoping for?

Yes. I have been able to release equity in order to enjoy my retirement.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Equity release

How has Shannan Pool-Gorman helped you?

After conducting extensive research into the products best suiting my requirements Shannan was able to advise on my options.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing. Shannan went out of her way to accommodate my requirements and the level of commitment was outstanding.

Shannan's reply

Thank you Kieley for the lovely review! It was my pleasure, so pleased we could get your objectives met.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

I needed advice on how I could invest my savings

How has Shannan Pool-Gorman helped you?

She explained what was available and pointed me in the right direction in a very professional manner

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am extremely happy with the advise Shannon gave me and seen great results

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

My mortgage deal was coming to an end and I wanted to make sure I was able to get a good deal

How has Shannan Pool-Gorman helped you?

Shannan was very thorough in finding what was important to me and was able to find me a very competitive deal.

Have you seen the outcome you were hoping for?

I was extremely happy with how Shannan look after me and got me such a good remortgage deal

What could they have done better?

Nothing