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 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.
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.
Content and Communications Director
Louis is the Content and Communications Director at Oportfolio and has worked in various roles in financial services for over 7 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]
Team Leader & Paraplanner
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.
Molly has worked in the mortgage industry for several years and has a wealth of knowledge around the mortgage and protection processes. At Oportfolio she works within the administration team to assist clients throughout their mortgage journey. Molly is here to help with any queries that clients may have pre submission, post submission and post offer. Molly understands that getting a mortgage can be stressful and that is why she is more than happy to help her clients with anything they need to take the stress away.
Outside of the office Molly likes to experience cultural things in and around the city. She also enjoys going out for food and drinks with 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.