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.
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.
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.