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.
Jade, a Senior Mortgage Adviser 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.
Sarah-Jane joined Oportfolio Ltd as the General Insurance Manager in October 2016.
‘It is important to me to be part of a team that focuses 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.
Farzana is a Paraplanner at Oportfolio and has over 12 years-experience in the financial services sector. She is in charge of applications, submissions and packaging client files and ensures that each lender receives all they need on time to get speedy results. She is a valuable link between the lenders, the clients and the Oportfolio team making things happen.
With an efficient approach to work, she believes in the importance of speedy responses to clients questions and sharp focus when processing applications.
Out of work, Farzana enjoys spending time with her family and friends as well as relaxing with a good book.
Natasha is a Paraplanner at Oportfolio and has over 15 years-experience in the financial services sector.
She is in charge of applications, submissions and packaging client files and ensures that each lender receives all they need on time which means our clients’ cases are dealt with smoothly and efficiently.
Natasha is also on hand to answer any concerns or queries that any of our clients may have regarding their re-mortgage or during the complex task of buying a house, from mortgage application all the way through to dealing with their estate agent and conveyancing solicitors.
Natasha has stated for her it’s all about making a difference to what can otherwise be a stressful process, by providing an approachable and friendly customer service. “I like to think that clients feel comfortable enough to ask me anything they need to know about the process and are reassured by the answers they receive.”
Outside of the office Natasha likes spending time with her children and young nephews and niece. But is also partial to the odd concert or two – Pete Tong with the Heritage Orchestra at the 02 being the most recent.
If you’d like to talk to us about the services we offer and how we can help you to achieve your goals.
Whether you’re buying for the first time, moving or remortgaging, we’ll find the mortgage product that best suits your needs.
What personal and health risks should you insure against? We'll help you decide.
How much cover do you need for your property, and possessions inside and outside the home.
The team at Oportfolio Ltd were great to deal with, securing a very good rate for us and were on hand to support us throughout the process. We couldn't be happier with the result and wholeheartedly recommend their services.
I had no hesitation in contacting Oportfolio Ltd to manage my Remortgage. Oportfolio Ltd operate flawlessly from the advice stage through to Completion. Oportfolio Ltd seem to go above and beyond when responding to my minor worries and queries.
I used several mortgage advisers in the past for my residential and investment properties. Oportfolio is no doubt the best. A few times where I need to have the mortgage offer in the shortest time possible, Oliver had the mortgage offer nailed within a week.
We highly recommend Oportfolio. From the moment we engaged them, they were professional, responsive, proactive and subject matter experts. We will be using them again and we have already recommended them to friends and colleagues.