Shannan Pool-Gorman

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

My mortgage was coming to the end of its fixed in period.

How has Shannan Pool-Gorman helped you?

Shannon gave me great advice on my options and then when I decided on my next step, Shannon put everything in place and I could just relax with piece of mind that everything was getting sorted. Shannon’s communication was second to none, she consistently provided updates on the process so I was kept in the loop.

Have you seen the outcome you were hoping for?

Yes everything I was hoping for has been delivered and it was done in such a timely manner.

What could they have done better?

Nothing, I’m delighted with how the process has gone and I will definitely be using rosewood again.

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

Remortgaging

How has Shannan Pool-Gorman helped you?

Yes - great understanding of what I wanted to achieve and clear explanations of the options at each stage.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

-

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

I required help assessing the mortgage market and also with my protection insurances.

How has Shannan Pool-Gorman helped you?

Shannan has been super helpful in all areas listed, she has provided an end to end service for me, leaving little for me to worry about.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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

I have been a client of Rosewood Wealth Management for over seven years throughout which time Shannan has been my guidance and mentor, tailoring her excellent professional expertise to best suit my complicated personal circumstances. In 2018 Shannan literally saved me from the brink of financial ruin during divorce proceedings putting me back on track to a better life. In 2024 I again turned to Rosewood for a mortgage where, once again Shannan calmly talked me through all my options to put me back on track when my nerves were in absolute tatters!. She has always made me feel like one of the family greeting me with a smile and comforting words. A massive thanks again to Rosewood Wealth Management and especially Shannan Pool-Gorman. Thank you Shannan ? ⭐ ⭐️⭐️⭐️⭐️

How has Shannan Pool-Gorman helped you?

Please see main review

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

Nothing.

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

I moved locations and needed a local advisor.

How has Shannan Pool-Gorman helped you?

I am a portfolio landlord and Shannan helps with my long term financial planning, mortgages and risk management.

Have you seen the outcome you were hoping for?

Yes, definitely. I get the very best deals on my mortgages.

What could they have done better?

Nothing! A superb service