NY

Nigel Yeo

Chief Client Officer at The Private Office (TPO)

Nigel Yeo has a diverse work experience in the financial industry. Nigel began their career as the Head of Investments at Chase de Vere from September 1988 to May 2003. Nigel then joined Towry as a Senior Client Partner from April 2004 to November 2013. Currently, Nigel is working as the Chief Operating Officer at The Private Office (TPO), where they specialize in providing advisory services to private clients, particularly entrepreneurs and businesses going through a transition.

Nigel Yeo attended West Buckland School from 1975 to 1985. After completing their secondary education, they enrolled at the University of Birmingham from 1985 to 1988. At the university, they pursued a Bachelor of Social Science degree with a specialization in Economics.

Location

London, United Kingdom

Links


Org chart


Teams


Offices


The Private Office (TPO)

The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice. We offer tailored planning across a breadth of sectors and services, including: • Personal Financial Planning • Structural Financial Planning • Long-term Care Planning • Expert / Professional Witness Cases • Clinical Negligence / Catastrophic Personal Injury Planning • Corporate Financial Planning • Employee Benefits / Automatic Enrolment • UK & Specialist Pension Planning • Investment Portfolio Management • Alternative and Esoteric Investments • Tax, Estate and Inheritance Tax (IHT) Planning • Charity Investment Management • Legacy and Succession Planning • Entrepreneurial Planning • Media, Music and Entertainment Our team of independent financial advisers specialise in helping clients create, sustain, protect and grow wealth. In October 2016 The Private Office acquired PQR Financial Planning strengthening its London presence. We are also in the process of establishing a permanent presence in Bath. The Private Office is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market. For further information about the firm please visit our website www.theprivateoffice.com or contact us on 0333 323 9060. Connect with us: Website: www.theprivateoffice.com Please note: The Financial Conduct Authority does not regulate Tax Advice or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.


Employees

201-500

Links