Jack Holmes

Jack has been working in Financial Services since 2019, working for our sister company ‘WM Capital Management’. Previously having worked in customer facing roles at a major supermarket and technology store, Jack has since been expanding his knowledge and experience in the world of finance. He has completed an apprenticeship with ‘WM Capital Management’, achieving a Distinction grade, and is now working towards his ‘Diploma in Financial Planning’. Jack joined the Watson Moore team in 2022 and looks forward to growing his skills even further.

Jack enjoys being able to help clients with their day-to-day queries and provide solutions that help move them closer to their own financial goals. Jack is also known as somewhat of a ‘whizz’ with spreadsheets and can work wonders with Microsoft Excel!

In his spare time, he is a Norwich City supporter and likes to attend both home and away matches whenever he can.

Qualifications:

• CISI Investment Operations Certificate
• Jack is currently working towards his ‘Diploma in Financial Planning’ – DipPFS