Harold Yeo Email & Phone Number

I have been an Independent Financial Adviser since 2013. Prior to that i was working in various banks as Relationship Manager. I handled both onshore Singapore HNWIs as well as North Asia HNWIsWith the years of experience, i am familiar with various Banking products ( including Private Banking products). Currently, I am working with a few Private Banks as part of External Asset Manager (EAM) arrangement Beside the usual banking stuff, i am truly blessed to have been mentored by successful agency leaders, who share how to structure insurance solutions. This includes legacy planning, retirement planning, children education planning as well as income replacement planningSuccessful business people may have business issues. The common issue, businessman does not separate personal finance from their company finance. This creates liquidity problem when he/she guarantees the company loans using his personal fund. I am truly blessed as I work with different professionals from other industries, to assist my clients in providing a holistic solution to their business problem.Signing the form is the start of my commitment to you. It is a lifelong journey and i am glad to journey with youLife is a link,in order to move forward we need to build connection-Talad Al MuradI look forward to connect with you through LinkedInIf you are looking for a Trusted Advisor, do contact me at haroldyeots@ippfa.com

Listed skills include Associate Financial Planner, Chartered Financial Analyst Level 2, Financial Analysis, Investments, and 11 others.