Oliver Whitehead – Owner and 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 2008, 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.
Edward Tapp -Para-Planner
I have worked at Oportfolio for almost 4 years now. Each day I become more proud to be a part of a company that offers a unique and extraordinary client service. In a world where you simply do not get looked after, where you spend time (and usually money) on hold to companies, where you quite often feel the pressure and frustration of rarely being treated as a client, Oportfolio is a breath of fresh air.
I have enjoyed building my knowledge and experience as a Client Completion Manager while having the opportunity to offer clients a day to day update on their own personal cases. I am now Oportfolio’s Para-Planner and relish being a part of a team that cares and works hard to deliver a service that a client expects rather than hopes for. Mostly I look forward to growing with the company and team in the future.
Out of the office Ed is a huge fan of film and indoor rock climbing.
Emma – Personal Assistant and Office Manager
‘I am very proud to be part of a company and team that put providing exceptional customer service at the forefront of the business. I truly enjoy coming to work and embracing the new daily challenges that I face.
I manage the Administration team who are in charge of processing our clients applications, and our main objective is to ensure that the whole process is smooth and stress free, from start to finish’.
I look forward to growing with the company and the team.
Out of the office Emma enjoys yoga and swimming.
Rosie Clarke – Mortgage Administrator
Rosie has worked at Oportfolio as a Mortgage Administrator since January 2016.
‘I have learnt many different skills since working at Oportfolio. Oportfolio is a friendly, informative and fast paced business.
The client service is exceptional and I enjoy the interaction with the clients on a frequent basis.
The interaction with Lenders, Solicitors and clients allows the job to remain varied from day to day.
I look forward to continuing to learn new skills and developing my understanding of the Mortgage & Insurance Industry.’
Out of the office Rosie is a fan of Audrey Hepburn Movies and Fashion.
Edward Duckworth – Mortgage and Will Administrator
Edward has worked at Oportfolio Ltd as a Mortgage and Wills Administrator since September 2016.
‘The world of mortgages is fast paced and at times demanding but Oliver and the Team have created a great environment to work in that is enjoyable and interesting.
We have a varied client base at Oportfolio, both new and existing, that is a pleasure to assist. Many of our clients recommend Oportfolio to friends and family, such is the level of service they receive.
I look forward to helping Oliver grow the business and making it even more successful for years to come’.
Out of the office, Edward enjoys playing and watching sports and travelling the world.
Sarah-Jane Seamark – General Insurance Manager
Sarah-Jane joined Oportfolio Ltd as the General Insurance Manager in October 2016.
‘It is important to me to be part of a team and company who focus on providing their clients with excellent customer service. We have all been in a position where we have experienced customer service which has been less than desirable. I strive to provide a stress-free, smooth customer experience during what can be a very stressful time.
I provide Buildings and Contents Insurance for both Residential and Let Properties, Tenants Contents and cover for ‘Non-Standard’ risks. My main objective is to find the most suitable cover for my client’s needs with competitive premiums. I look forward to my future with Oportfolio.’
Out of work Sarah-Jane enjoys swimming and spending time with friends.
Danny O’Driscoll – Administrative Assistant
Danny joined Oportfolio in May 2017 on our Apprenticeship scheme after deciding to leave University early.
‘I began searching for an apprenticeship that not only gave me valuable work experience, but also one where I could see myself staying for the long term. Oportfolio ticked all those boxes, with incredibly hard working and professional staff, as well as with working within an industry that helps people get the house they always wanted.
Clients are at the forefront of everything the company does, which is why Oportfolio have been so successful and why I am so proud to be part of the team. Leaving University was not an easy decision and I doubted myself many times, but now working at Oportfolio it seems to be the best choice for my career.’
Outside of work Danny competes in Karate and other combat sports. Danny also enjoys playing Football and listening to music.