Reviewed for

Insurance and Protection ( 21 )

Mortgages ( 105 )

Pensions ( 2 )

Equity Release ( 10 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 2 )

Inheritance Planning ( 2 )

Long Term Care ( 4 )

Financial Planning ( 6 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£200k - £500k ( 2 )

£100k - £200k ( 11 )

£50k - 100k ( 5 )

Up to £50k ( 41 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

We were looking to releasing funds from our property

How has Shannan Pool-Gorman helped you?

Shannan was great from beginning to end

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really happy with the service we received

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

Unsure how to get the best deal available

How has Shannan Pool-Gorman helped you?

Shannan helped getting me a mortgage that suited my individual requirements

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Absolutely nothing

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Northamptonshire

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

Need to remortgage after a fixed term was ending

How has Shannan Pool-Gorman helped you?

Found us the best deal available and made the process easy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Northamptonshire

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

Realising I needed to do more with my money instead of it just sitting in a regular bank account accruing next to no interest at all. Making it work better for me.

How has Shannan Pool-Gorman helped you?

Non judgemental, super friendly advice and talks you through it without the jargon - a financial adviser you can understand! Shannan has got us a great mortgage deal given the current climate and also introduced me to ways of making my savings/cash generally work a lot better for me and my family.

Have you seen the outcome you were hoping for?

Yes almost immediately. Shannan was bang on the money with her mortgage advice (if we'd not gone with her recommendation then we'd have been worse off given what's happened since)

What could they have done better?

Nothing. Shannan is superb at her work and treats you like her only client. No wonder she and her business are on the way up!

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.

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.

Have you seen the outcome you were hoping for?

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

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

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.

Have you seen the outcome you were hoping for?

Yes

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.

How has Shannan Pool-Gorman helped you?

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

Have you seen the outcome you were hoping for?

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

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

How has Shannan Pool-Gorman helped you?

Shes find better remortgage offer

Have you seen the outcome you were hoping for?

Yes

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.

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.

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.

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

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

Have you seen the outcome you were hoping for?

YES.

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

How has Shannan Pool-Gorman helped you?

They gave me good advice in a tricky market

Have you seen the outcome you were hoping for?

Yes I have

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

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.

Have you seen the outcome you were hoping for?

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

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.

How has Shannan Pool-Gorman helped you?

Finding us a deal that suited us in all aspects

Have you seen the outcome you were hoping for?

Yes

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

How has Shannan Pool-Gorman helped you?

Yes. Very helpful.

Have you seen the outcome you were hoping for?

Yes

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!!

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.

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.

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

How has Shannan Pool-Gorman helped you?

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

Have you seen the outcome you were hoping for?

Yes

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

How has Shannan Pool-Gorman helped you?

Very much so.

Have you seen the outcome you were hoping for?

Currently on-going

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.

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.

Have you seen the outcome you were hoping for?

We have received the offer for our mortgage.

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.

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.

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.

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

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…

Have you seen the outcome you were hoping for?

Yes completely

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