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    Harold Yeo

    I help people put the different pieces of their financial jig saw puzzles together

    Harold Yeo is a seasoned financial professional with a diverse background in the banking and financial advisory sector.

    Starting his career during the Asian Financial Crisis, Harold worked his way up from being a Personal Financial Consultant at OCBC Bank to becoming a Private Banker at ABN Amro.

    Having experienced and navigated through various economic crises such as 9/11, SARS, and the Great Recession, Harold's approach has always been client-centric, focusing on providing tailored solutions to their financial needs.

    Recognizing the importance of aligning clients' interests with financial institutions, Harold transitioned into being an independent financial adviser at IPP Financial Advisers, where he prioritizes his clients' needs above all.

    With a background in Economics from the National University of Singapore and ongoing CFA Institute certifications, Harold brings a wealth of knowledge and expertise to his role as a Trusted Advisor.

    His extensive experience encompasses roles at prestigious financial institutions like UOB, Maybank, and DBS Bank, showcasing his adaptability and proficiency in relationship management and financial advisory services.

    Harold is dedicated to working collaboratively with professionals across industries to offer holistic solutions for his clients, whether in wealth management, legacy planning, or business problem-solving.

    For individuals seeking a reliable adviser committed to their financial well-being and long-term success, Harold Yeo is a trusted professional ready to provide tailored guidance and support.

    Harold Yeo
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    Location

    Singapore