Shannan Pool-Gorman
Rosewood Wealth Management Ltd
Minimum savings/pensions: Over £100,000
Minimum mortgage: Over £100,000
0330 038 8941
Based in Chesterfield
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2019
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Shannan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Shannan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Shannan has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Shannan has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
Shannan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Shannan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Shannan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Shannan has provided information on their typical fees
Shannan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shannan (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Shannan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shannan (based on 10 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Shannan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Shannan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Shannan has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Shannan has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
Shannan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Shannan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Shannan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Shannan has provided information on their typical fees
Shannan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shannan (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Shannan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shannan (based on 10 first impressions)
Shannan is a dedicated and passionate Financial Planner who combines depth of experience with a strongly-held belief in doing what is right for her clients. Shannan has always worked closely with clients to provide a personal brand of advice and support, and thrives on making a positive and meaningful impact on each client’s journey. With fifteen years experience in the Financial Services industry Shannan has built careers in both the UK and Australia. A consummate background in banking and compliance ensures that you will find Shannan to be diligent, professional, and attentive. If it is Shannan’s resumé that initially draws you to her as a financial advisor, you will doubtless stay for her friendly disposition and laid-back demeanour. Shannan’s bubbly personality is charming, her laugh is infectious, and you can rest at ease that her natural curiosity will see to it that your every query is answered and every objective is met. The honesty in the advice that Shannan gives is refreshing to see in an increasingly impersonal industry wherein clients are sometimes seen as little more than numbers contributing to a bottom line. Shannan - and Rosewood Wealth Management - aims to do things differently and will endeavour to keep you informed and make sure you are as comfortable as possible at each step you take with Rosewood. Specialising in Mortgages and Equity Release, Shannan prides herself on keeping totally up-to-date with the latest changes in the market and has a wealth of pertinent and prevalent knowledge. Shannan loves the outdoors and enjoys days out exploring the countryside with her husband Nick and her two Airedale Terriers, Vinnie and Pepper. When she is not hiking through the Derbyshire wilderness, you might find Shannan at the Pomegranate Theatre getting her fix of the latest productions.
Offers available through VouchedFor
Contact Shannan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Shannan's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Shannan Pool-Gorman is directly authorised and regulated by the Financial Conduct Authority. FCA number is 841587.