Meet the team | JG Paraplanning

Jacob Graham DipPFS Founding Partner & Paraplanning Team Lead

Jacob founded JG Paraplanning in November 2022, providing outsourced paraplanning support to financial planners. Jacob has over 7 years of experience in Financial Services, having worked as an in-house paraplanner for SJP and Quilter practices, in addition to working in pension administration. He is also passionate about mentoring upcoming paraplanners, as a mentor at the Paraplanner Club, and brings a deep commitment to client care. When not at work, Jacob loves cooking up a storm in the kitchen, reading, and countryside walks. He's also a big advocate for mental health and is a member of the Institute of Financial Wellbeing.

Aaron Longbottom Managing Partner & Operations Lead

Aaron joined JG Paraplanning in June 2023, bringing 8 years of experience from tech start-ups, working in a wide range of roles, including Technical Support, Customer Success, Accounts, Revenue Operations and Customer Onboarding. His joining the business laid out the foundation of the Admin Support function. Aaron's expertise lies in managing client relationships and supporting them in optimising their existing processes to ensure the best outcomes for them. Outside of work, Aaron enjoys swimming, video games, travel and learning languages (especially to keep up his French). He is also a singer and wedding celebrant, having performed his first wedding back in September 2023.

Oliver Appleby Junior Paraplanner

Ollie joined the JG team in February 2024, bringing a unique blend of experiences to the role, with his background in teaching and primary school education. He is currently studying and working towards his Level 4 Diploma. Day to day, Ollie provides personable paraplanning and admin support for our client, from processing and chasing LOAs to the writing of annual review and suitability letters. Outside of work, Ollie enjoys exploring the picturesque landscapes of the Peak District, video games, and catching the latest box-office releases at the local cinema. Ollie shares a home with his partner Lydia and their two cherished feline companions, Eddie and Robin.

Sarah Bolton Admin Support Specialist

Sarah joined us in February 2024, bringing with her four years of valuable experience gained working at a Partner Practice of St. James's Place. As a CRM and process whizz, Sarah is adept at updating client financial records and fact finds, preparing sign-up, review and presentation meeting documentation, as well as processing business. Outside of the office, Sarah enjoys a fulfilling personal life, sharing a loving marriage of nine years with her husband, Anthony. She finds joy in going to the gym, killing it at spin class and bootcamp, and looking after her Nana, who lives with her at home. Sarah passionately supports Wrexham A.F.C., where her nephew Luke Bolton plays as a midfielder.