Meet Roshan Vitharanage, Director and Senior Financial Adviser at BVS Mortgages and Financial Services Ltd. Since joining The Openwork Partnership in 2018, Roshan has built a successful, growing business and developed a strong reputation for delivering high-quality advice across mortgages, protection and financial planning. His journey reflects not only personal resilience, but the impact of the right support and mindset in building a sustainable, client-focused business.
Starting out in financial advice
Breaking into financial services is not always straightforward, particularly without prior experience. Roshan’s journey is a clear example of determination in the face of early challenges.
“I launched my career in June 2018 as a new adviser, entering the industry with no prior financial experience. Initially, many firms were unwilling to offer me a chance, even in a pro bono capacity. The Openwork Partnership was the exception. They provided the crucial opportunity that others withheld, and I am proud to be a product of their commitment to talent development, a 100% Openwork success story.”
With that opportunity, Roshan was able to establish a foundation that would go on to support rapid growth and long-term success.
Building expertise across client needs
Over time, Roshan has built a strong specialism in mortgages and protection, while continuing to evolve his offering to meet broader client needs.
“I specialise in mortgages and protection, areas where I have built a strong reputation and a substantial client base. I am now also a qualified Financial Planner, having obtained my wealth licence, which allows me to offer clients a broader, more holistic service that supports every stage of their financial future, including wealth and pensions.”
This expanded capability allows clients to benefit from joined up advice, supporting both immediate decisions and long term financial planning with greater confidence.
Key milestones and professional highlights
Roshan’s journey has been shaped by a series of standout achievements that reflect both business growth and client trust.
“My professional journey is marked by several significant achievements that demonstrate resilience, growth, and the profound impact my team has on our clients.”
These include overcoming the challenges of establishing himself as a new adviser and practice principal, while consistently delivering strong results in a competitive market.
“Successfully navigating and overcoming a challenging first six months as a new practice principal and adviser.”
“Completing over 300 mortgage cases in 2023, a remarkable feat accomplished during a highly challenging market period.”
“Achieving 700 plus five-star reviews on VouchedFor by 2025, contributing to our firm’s milestone of 3,000 five-star Trustpilot reviews.”
Alongside these achievements, Roshan and his team have been recognised across the industry for both their client outcomes and their culture, including awards such as the Barclays Intermediaries Best Inclusive Culture Award, SME News Best Mortgage and Protection Advisory Firm for London, and the SME News Home Buyer Support Excellence Award.
Continued growth and recognition
BVS Mortgages and Financial Services Ltd continues to go from strength to strength. Over the last six months alone, the firm has received five industry awards, further reinforcing the quality of advice and service delivered to clients. This success is reflected in the growth of the team, which now includes 15 advisers, with a further three currently in the onboarding process.
This continued expansion highlights both the strength of the business model and the demand for high-quality, relationship-led advice. Further detail on the firm’s achievements and services can be found on their website, which continues to showcase their progress and client success.
A mindset focused on growth and opportunity
A defining feature of Roshan’s success is his approach to challenge and change.
“I thrive under pressure, viewing intense situations as catalysts for significant growth. My strength lies in my proactive anticipation of market shifts, enabling me to identify emerging trends and opportunities well ahead of the broader market.”
This mindset has enabled him to adapt effectively in changing market conditions and continue to deliver strong outcomes for clients, even in more challenging periods.
What makes a great financial adviser
For Roshan, great advice is about more than technical expertise. It is about the experience and long-term impact for clients.
“A competent adviser ensures the client feels confident, understood, and fully supported from the initial consultation. A genuinely great adviser transcends this standard by providing guidance that delivers tangible, positive improvements to their client’s long-term financial well-being. It is this elevated level of life-improving service that drives my daily commitment.”
This focus on meaningful outcomes is central to how Roshan and his team approach every client relationship.
The value of The Openwork Partnership
The Openwork Partnership has played a central role in Roshan’s journey, providing the support, structure and culture needed to build a successful business.
“The Partnership model has been the bedrock of my career, fuelling remarkable growth since I joined Openwork in 2018. My journey began as a single adviser and has rapidly expanded into a dedicated team, translating zero initial sales into a six-figure revenue stream.”
“This exponential progress is a testament to the fact that Openwork’s supportive culture and partnership approach make sustained, rewarding success not only possible but inevitable.”
Roshan’s story is a powerful example of what can be achieved with the right opportunity, mindset and support, and offers a compelling insight into the opportunities available within The Openwork Partnership.