MEET THE TEAM
Independent Financial Adviser
Specialising in Mortgages and Equity Release
13 years experience in the Financial Services industry
Shannan is a dedicated and passionate Financial Planner who combines depth of experience with a strongly-held belief in doing what is most suitable 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 thirteen years experience in the Financial Services industry Shannan has built careers in both the UK and Australia. A corporate background in banking and compliance ensures that you will find Shannan to be diligent, professional, and attentive. If it is Shannan’s resume 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 being on point and up-to-date with the current market and has a wealth of pertinent and prevalent knowledge.
Shannan loves the outdoors and enjoys days out exploring the Peak District 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.
Rosewood Wealth Management Ltd
Registered in England and Wales Registered Company Number : 08291755. Registered address: 388 Brimington Road, Chesterfield, Derbyshire S41 0TF. Directors: Donna Robertson & Shannan Pool-Gorman
What to do if you have a complaint: If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. If you wish to register a complaint, please contact us: In writing: Shannan Pool-Gorman, 388 Brimington Road, Chesterfield, S41 0TF. Email: email@example.com, or by telephone 01246 932300. Please be assured we treat complaints seriously. For your protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details: http://financial-ombudsman.org.uk/.
A lifetime mortgage is secured against your home and is a complex product. To understand the features and risks, ask for a personalised illustration. Your home or property may be repossessed if you do not keep up the repayments on your mortgage. You may have to pay an early repayment charge to your existing lender if you remortgage. The value of your investment can go down as well as up and you may not get back the full amount invested. Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means-tested benefits. Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement.
© 2019 Rosewood Wealth Management | Rosewood Wealth Management is a trading style of Rosewood Wealth Management Ltd which is Authorised and Regulated by the Financial Conduct Authority – number: 841587. You can check this on the Financial Services Register by visiting the FCA’s website – or by contacting the FCA on 0800 111 6768. The Financial Conduct Authority does not regulate taxation advice, university/school fees planning some aspects of buy to let mortgages. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The FCA’s consumer website address can be found here.