Oportfolio offers clients use of an industry leading website that revolutionizes the way clients manage their mortgage and insurance information.
Oportfolio Financial Management puts service at the top of our agenda and we promise to deliver the support to you that you would both expect and hope for.
It is our commitment to provide a cost effective and personalised approach to your mortgage and insurance solutions. Our role is to provide you, our client, with specialist advice. We are in touch with developments in the market every day and know the mortgage and insurance market very well. We do the work and absorb the stress, so you don't have to.
Don't suffer at the hands of poor service, go for individual, tailor-made advice from an adviser that values you and who is committed to getting you where you need to be. We are with you and we won't let you down.
The Oportfolio Service includes;
- 'Whole of market' advice on the banks and lending sources on your behalf.
- Working with you to get the most appropriate deal chosen and then transacted.
- Getting surveys instructed speedily, speaking to estate agents on your behalf and looking after the whole process for you.
- Getting the mortgage offer out quickly and into the hands of your solicitor, so you are in the driving seat.
- Managing the process until you have exchanged and completed.
- Staying in touch with you and managing your financial portfolio going forward.
- Looking after you as a long-term client of ours.
- Keeping you up to date with changes in the market and helping you always have the most competitive terms available.
- Website Client log-in allowing access to mortgage and insurance information.
- Renewal date alert - to allow us to review your insurances and contact you in a suitable time-frame to move to the next best product.
- Pro-Active advice from a knowledgable adviser who is switched on, contactable and on your side!
We represent you and this is who we are committed to.
We work on a referral basis only and look forward to working with you.
Mortgage Calculator
The Oportfolio service will benefit you if you
answer NO to any of the following questions;
Are you able to review your financial portfolio in one place, with ease and in your own time?
Are you confident that you have the most appropriate mortgage and the most competitive insurance products available?
Are you speaking to a person you can really work with and take advice from, now and in the future?
Are your life policies ‘in trust‘ and is your will up-to-date? Are you getting the most suitable advice currently available?
"Oliver was professional, efficient and has valuable in-depth knowledge and experience of his industry. Having his assistance in purchasing our new home made this difficult and complicated process a very pleasant one. We feel privileged to have benefitted from his skills. Not only did he find and secure us the best rate in the market, but he also provided valuable advice along the way."
Grant, London.
"It is very worthwhile having someone with your interests at heart in the middle of the buying process, as all other parties work for the seller. We would recommend his services to anyone thinking of buying a home and are delighted to have had his help. Recommendations are on their way!"
Kerry-Anne, London.
"The whole team at Oportfolio are fantastic. They are a very professional group, who know the market extremely well. The advice and support they gave us was excellent. They helped us through some challenging moments with great humour and dexterity."
James, Oxford.
Oportfolio Ltd are Appointed Representatives of First Complete Ltd who are authorised and regulated by the Financial Services Authority.