Sherlock Wealth is pleased to announce a number of exciting changes to the business, including the appointment of Robert Castro to the position of Senior Financial Planner.
Robert joins the Sherlock Wealth team with more than 15 years’ experience in the financial planning industry, most recently with HSBC’s private wealth division.
The appointment marks a new era for the company.
According to Sherlock Wealth owner and Head of Advice, Andrew Sherlock: “This is a very exciting time for the business as we expand the team in an effort to continue to improve the client service offering.
“Rob brings with him a strength of character and a depth of experience that we believe will enhance our ability to improve the lives of all of our clients through sound financial management,” he said.
According to Robert Castro, “I am very excited to join the Sherlock Wealth team which is a family owned business that specialises in financial planning for families.
“I wanted to join a boutique firm that placed the welfare of its clients at the heart of its offering and both the longevity of the company, and the integrity of its owners, really impressed me.
“I just can’t wait to start working with all the clients that I have already heard so much about,” he said.