Team
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Oliver Whitehead
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 whole of market mortgage proposition 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.
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Julie Held
Julie joined Oportfolio in January 2011. "I love the culture of Oportfolio, which is based on delivering a good, honest service - we all go above and beyond for all our clients."
Julie is the Client Liaison Manager and it is her responsibility to keep our clients updated in all areas. She is also the General Insurance Adviser and specialises in finding the very best general insurance solutions for Oportfolio's clients, and is committed to making sure that the advice given suits their needs exactly and that clients are covered in the event of a claim.
When not in the office, Julie is a hard-working mother to two children, one dog and to two chickens. Favourite pastimes: Belting a tune out in a karaoke bar, holidaying, sunbathing and tending her allotment.
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Edward Tapp
Ed joined the Oportfolio team as a Client Completion Manager and Will Writer in June 2011.
"I take pride in looking after the process of every client’s mortgage application from submission to completion. I enjoy the fact that our great client service does not stop there and as a team we are open, friendly and approachable."
Ed has also started writing Wills for the company, a role he will be developing further throughout 2012 and beyond.*
Out of the office Ed is a huge fan of film and playing the acoustic guitar ear-piercingly well.
* In general, Wills are not regulated by the Financial Services Authority. Wills are referred to a 3rd party, Oportfolio Wills Ltd. Oportfolio Ltd & First Complete Ltd are not responsible for any advice received from the 3rd party.