Merve's reviews
Reviewed for
Pensions ( 34 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 34 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 14 )
£100k - £200k ( 1 )
( 1 )
First impression
by a VouchedFor user
10 days ago
Overall
Please provide a brief comment about your experience with Merve
Merve was friendly and had a professional approach and responded to all our queries
Review
by a verified client in Berkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Merve took over as my contact at The Private Office
How has Merve Oral helped you?
She introduced herself as my new contact & explained some things about the pension
Have you seen the outcome you were hoping for?
I did not change anything as a result of speaking with Merve
What could they have done better?
I was satisfied with the cosultation
Review
by a verified client in London
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of pension pots. Ensuring sufficient funds invested for retirement and planning for accessing funds when required.
How has Merve Oral helped you?
Merve updated cashflow projections to demonstrate sufficient funds invested for future needs. Suggested transferring some funds into Money Market funds based on desire to access tax free cash allowance in near future. Also suggested drawing down on my wife's fund now to make full use of her personal tax free allowance.
Have you seen the outcome you were hoping for?
Yes - Merve has provided comfort on funding and appropriate advice as we move to accessing funds and making most tax efficient withdrawals.
What could they have done better?
Nothing to report.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Merve
I had a simple query which would have taken no more than 30 mins of a specialist’s time to answer - for which I was prepared to pay. Sadly, this adviser made it clear that, unless I committed to a full pension review at a cost of £2500 plus VAT, she wasn’t interested. Took my business elsewhere - paid £100 for the minimal work required and, subsequently, took on the (equally qualified) adviser used for some much more substantial work.
Merve:
I'm sorry we couldn't help on this occasion. I felt we had a good and honest chat and as I explained TPO operate a fixed fee service, and you felt this would not offer the value for money you were asking for. I'm happy to hear that you have found someone who could help.Review
by a verified client in London
a month ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Concerns about savings, income and IHT-how to have the most appropriate financial structures and decisions.
How has Merve Oral helped you?
Providing clear information , support and advice on a regular oin-going basis
Have you seen the outcome you were hoping for?
I think so-though obviously I am not an expert-hence seeking advice.
What could they have done better?
As far as i am concerned the support etc has been excellent and delivered on a friendly but professional basis.