Meet The Team
We see ourselves as much more than just a mortgage broker, we are a close-knit family of likeminded people.
Since moving back to Putney and our new offices in 2021, our team has grown significantly and the Oportfolio family is really taking shape. Our team of friendly faces are each experts in their field and use their wealth of experience and knowledge in financial services to make sure that they can offer you the best service possible. Our amazing team are all here ready to help you whenever you need us.
Oliver Whitehead
Managing Director
Oliver has been advising his loyal client base on financial services since 1998 and is committed to representing them wholeheartedly and going the extra mile to get the job done. Oliver set up Oportfolio in 2009, with the clear mandate to offer clients a comprehensive mortgage proposition from a range across the market and to offer succinct and clear advice on both protection and insurance.
He believes that “Clients should be looked after in the way that we would like to be looked after ourselves and this is the mission that runs through the veins of our company. It’s a passion of ours to look after our clients and this is, unfortunately, a dying art!”
Out of the office, Oliver likes to practice Hatha yoga, run and play chess.
Jade Pinkerton
Senior Mortgage & Protection Advisor
Jade, a Senior Mortgage Advisor at Oportfolio, prides herself on providing a highly personal and efficient service to clients. Offering face-to-face advice and tailoring specific financial solutions to a range of clients, from first-time buyers to portfolio landlords, she aims to look after her clients throughout the process.
She is passionate about not only ensuring her clients have the most suitable mortgage for their situation but also safeguarding their financial interests and ensuring they are properly protected. As needs and circumstances change over time she believes in the importance of on-going financial planning and building long term relationships with her clients.
Out of the office, Jade enjoys trying out London’s hottest restaurants and plays golf whenever the sun is shining.
Louis Mason
Marketing & Communications Director
Louis is the Marketing and Communications Director at Oportfolio and has worked in various roles in financial services for over 10 years.
Louis oversees the creation of marketing and advertising content for Oportfolio, writing content through both digital and physical platforms such as blogs, guides, news articles, email newsletters and case studies.
His main aim in his work is to create content with Oportfolio’s ethos and tone of voice in mind, to ensure that clients can have confidence in Oportfolio to help with their mortgage and protection needs.
Louis’s favourite thing about his role is his freedom to be creative every day with his writing and the fact that he is always learning. He also loves speaking to other experts in the field, learning an entirely different way of approaching his work at any given minute.
Outside of the office, Louis likes going to the gym, visiting museums, parks, restaurants, and bars around London.
For any media enquiries, you can email Louis at [email protected]
She-rel Edwards
Mortgage & Protection Team Leader
She-rel provides support to her financial advisors and their clients by maintaining client files. She is in charge of Training new starters and ensuring that all current staff are continuously developing their knowledge. Her day-to-day role consists of ensuring processes are followed, compliance checking, submitting applications and packing cases to ensure that all supporting documents are received on time, so that we are offering our best service.
She-rel enjoys working closely with her advisors and learning new things, she finds working in financial services challenging but rewarding and believes that it is her job to make the house buying or remortgage process as simple as possible by taking away stress from our clients.
She believes that customer service is of the utmost importance and wants our clients to complete their journey with us feeling like they would not have received a better service anywhere else.
Remmea Moohan
Mortgage & Protection Advisor
Remmea has been a mortgage & protection advisor for over 15 years, specialising in guidance for professionals where income may be complex such as Doctors, Solicitors, Day rate contractors, and limited company directors. Remmea takes pride in really taking the time to get to know her clients, their views, feelings, and thoughts during the entire process. This has meant that she has gained and maintained relationships with her clients for many years. Remmea’s philosophy is that we must not lose sight of the fact that we do not work in silos. We work in partnership with lenders and insurers to provide the best possible outcomes for our clients. Out of the office she likes spending time with friends and family, visiting the west end to see a show, and climbing the odd Scottish mountain!
Grace Davies
Mortgage & Protection Administrator
Grace has been in the mortgage industry since 2022 and is an integral part of the mortgage and protection processing team. She has a wide range of knowledge around the entire mortgage process. As part of the administration team at Oportfolio, she assists clients with their mortgage and protection applications, helping with any queries they have during the process, aiming to make the journey as smooth and stress free as possible. She especially enjoys helping first-time buyers purchase their first homes and supporting them every step of the way. Outside of the office, Grace enjoys going back home to Manchester to visit her friends and family. When she’s back in London, she enjoys exploring the city, visiting museums, and meeting new people.
Pharell Green
Mortgage & Protection Administrator
Pharell has been working in the mortgage industry since 2022, when he began his career as a Mortgage Case Manager. Now a Mortgage and Protection Administrator at Oportfolio, he supports clients throughout the mortgage and protection application process, working closely with advisers, lenders, and other parties to help ensure cases progress as smoothly and efficiently as possible. Pharell has experience with high net worth mortgages and the London residential property market, including applications where the circumstances or property may be more complex. He particularly enjoys working hard alongside clients to overcome challenges and get their mortgage over the line, making what can sometimes be a complicated process feel as straightforward and stress-free as possible. Outside of work, Pharell is a big car enthusiast. He also enjoys travelling with his partner and family, as well as making the most of life in London.
Stephen Marsh
Paraplanner
Stephen has worked in the mortgage and financial services industry since 2012 and brings a wealth of experience to his role as a Paraplanner at Oportfolio. CeMAP qualified, Stephen works closely with the mortgage advisers to help research, prepare and progress cases, with experience in finding solutions for clients with more complex or challenging circumstances. Stephen particularly enjoys getting stuck into cases that require a little more investigation and problem-solving. For him, one of the most rewarding parts of the job is helping clients who may otherwise struggle to secure the mortgage they need to purchase the home they want. Alongside his mortgage work, Stephen is also experienced in Will Writing and prepares Wills and Lasting Powers of Attorney for clients, helping them put important plans in place for the future. Outside of work, Stephen is a keen sports fan, particularly football, and enjoys going to the gym and spending time socialising with family and friends.
We're Here to Help
If you have any questions at all about mortgages or protection then please get in touch. We’d love to hear from you.
