Getting Started - Oportfolio

Getting Started

Achieving success in life is about making the right decisions when needed, and then finding the right support at the right time to follow through on them.

You already know that being successful in anything comes down to more than luck and being in the right place at the right time, though those things can certainly play their part. Mostly, it’s about your own hard work.

The fact you’re here means you’ve probably already whatever decision it is you were considering and you’re now looking for the right support.

Whether it’s a mortgage, personal protection or insurance for property, we’re exactly the right people to help you, because we think everyone’s needs are different and require different solutions.

So when you come to talk to us, we don’t just see someone who wants a mortgage or private health cover or buildings insurance; we see someone who has a plan for their life and needs help to tie it all together.

That’s why the first step in us getting started on our journey together is asking you to give us some fairly detailed personal and financial information about yourself and anyone else who might be involved in the financial commitment you’re thinking of making.

We’ll be honest – there are some forms and they’ll take a little bit of time to complete. But they’re no more than you’d have to supply for a mortgage application. The benefit? Once you’ve done it, you won’t have to do more than update it occasionally in the future for us to have everything we need to help you with the next financial decision you might make.

Once you’ve done that, we can sit down together and talk through what you’re hoping to achieve and how we can best help you to successfully deliver your future plans. And you’ll get to know us, too. You’ll discover that we look after our clients and we work hard to give them the best possible experience in what can sometimes seem like a daunting process.

You’ll discover that we’re with you on every step of the journey, keeping you up to date on our progress and making sure you have time to focus on the other important parts of your life plan.

If you’re ready to start the journey, so are we. Click here to go to the forms.

Request a callback

If you’d like to talk to us about the services we offer and how we can help you to achieve your goals.

Our Business

Mortgages

Whether you’re buying for the first time, moving or remortgaging, we’ll find the mortgage product that best suits your needs.

Personal Protection

What personal and health risks should you insure against? We'll help you decide.

Property Protection

How much cover do you need for your property, and possessions inside and outside the home.

Testimonials

Disclaimer

Your property may be repossessed if you do not keep up repayments on your mortgage.

Oportfolio Ltd fees are payable on application. We charge a broker fee for property purchases of £495 and a remortgage / further advance of £395.
Our Product Transfer fee is £295.

Request a callback
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

By submitting this information you have given your agreement to receive verbal contact from us to discuss your mortgage requirements.
decline, do not submit
accept, submit request
Join our mailing list
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

By submitting this information you have given your agreement to receive verbal contact from us to discuss your mortgage requirements.
decline, do not submit
accept, submit request