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Merve Oral
Merve Oral
About
Merve is a Financial Adviser at The Private Office located in London but also covering areas such as Northampton, St Albans and Ipswich. As a Chartered Financial Planner and Fellow of the Personal Finance Society (PFS), she creates bespoke financial plans in partnership with her clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind.
Merve’s experience includes pension advice, inheritance tax planning and income protection for a wide range of clients, whether they are looking at what to do with an inheritance, planning for retirement or looking to maximise their tax allowances.
Before joining TPO, Merve worked at a local IFA in Norwich, which allowed her to develop comprehensive technical expertise in financial planning. In addition to being a Fellow of the PFS, she has other qualifications including certification in Discretionary Investment Management, Securities Advice & Dealing and Equity Release.
Originally from Germany, Merve read BSc Business Management and Economics at the Ruhr University Bochum and decided to apply for a postgraduate degree in Quantitative Financial Economics at the University of East Anglia to specialise in Investment Analysis. She always had a keen interest in financial markets and wanted to understand their seemingly complex underlying mechanisms.
When she is not advising clients, Merve enjoys travelling and getting to know different cultures.
Areas Of Expertise
- Investment analysis
- Cash flow modelling
- Inheritance tax planning
Qualifications
- Fellow of the Personal Finance Society (PFS)
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Award in Regulated Pension Transfer Advice
- Award in Long Term Care Insurance
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
- Certificate in Equity Release
- Certificate in Mortgage Advice
- Certificate in Financial Services
- Investment Advice Diploma (IAD) – CISI
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Merve works from our office in central London and has clients in areas such as:
Merve Oral locations
Merve Oral map
- St Albans
- Cobham
- Harrow
- Rickmansworth
- Northampton
- Haywards Heath
- Loughton
- Bedford
- Hitchin
- Clevedon
- Wantage
- Chesham
At a glance
- Fellow of the Personal Finance Society (PFS)
- Working in financial advice since 2017
- Masters degree in Quantitative Financial Economics
- Vouched for Top Rated Adviser 2021-2024
I struggle to engage with financial planning of any kind. So far Merve and I have only met once, but through her interaction I am keen to meet again to discuss my financial planning further. Merve was friendly and patient, she instilled confidence in me that she is qualified and experienced in her field.
August 2024
Merve was extremely objective in her advice, understood very quickly the level of risk we were willing to take and was very measured in the advice she gave us. Throughout the process she inspired confidence that she was recommending a course of action because it was the best course of action (and not for the fees generated). She behaved throughout like a trusted adviser.
April 2023
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Merve's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Merve is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
Finalist for Financial Adviser of the Year - South East at the Professional Adviser Women in Financial Advice Awards 2024
Articles by Merve Oral
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.