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Merve Oral

I always had a keen interest in financial markets and wanted to understand its seemingly complex underlying mechanisms.

Originally from Germany, I read BSc Business Management and Economics at the Ruhr University Bochum and decided to apply for a post graduate degree in MSc Quantitative Financial Economics at the University of East Anglia to specialise in Investment Analysis.

After successfully graduating in September 2017, I started working as a Graduate Trainee at a local IFA in Norwich, which allowed me to develop a comprehensive technical expertise in Financial Planning. In May 2019, I joined the Financial Planning Executive academy at The Private Office and was given the opportunity to progress into a client-facing role and achieve my long-term objective of becoming a qualified Adviser. 

Get in touch for your free consultation  

What drives me?

I create bespoke financial plans in partnership with my clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind.  Outside of work, I enjoy travelling and getting to know different cultures.  

My qualifications

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society. My qualifications are:
•    Chartered Financial Planner
•    Fellow of the Personal Finance Society (PFS)
•    Advanced Diploma in Financial Planning 
•    Diploma in Financial Planning
•    Award in Regulated Pension Transfer Advice
•    Certificate in Discretionary Investment Management
•    Certificate in Securities Advice & Dealing
•    Award in Long Term Care Insurance
•    Certificate in Equity Release
•    Certificate in Mortgage Advice
•    Investment Advice Diploma (IAD) – CISI

We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.

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We are Chartered Financial Planners, 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. 

Find out more about our accreditations 

FCA regulated

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 the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482

> View The Private Office's profile on the FCA Register

You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.

> View my profile on the Adviser Directory

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’s website.

How I can help you

•    Chartered Financial Planner
•    Fellow of the Personal Finance Society (PFS)
•    Expertise in Cashflow Modelling to help clients make life changing decisions
•    MSc in Quantitative Financial Economics
 

Meet our expert team 

Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.