Meet the team | JG Paraplanning

Jacob Graham DipPFS Founding Partner & Paraplanner

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 a mentor at the Paraplanner Club. When not at work, Jacob loves video games, reading (currently reading 'The Checklist Manifesto' by Atul Gawande), catching up with family, and countryside walks with Aaron.

Aaron Longbottom Managing Partner & Ops 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 Tech Support, Customer Success, Accounts and Rev Ops). His joining the business laid out the foundation of the Admin Support function, and his expertise lies in supporting and optimising processes to ensure the best outcomes for clients. Outside of work, Aaron enjoys singing, swimming, video game sessions with Jacob and language learning (keeping up with his French, and learning Italian and Japanese).

Zara Okoro DipPFS EFA Senior Paraplanner

Zara joined JG Paraplanning in July 2024, bringing over 6 years of Financial Services experience. She has worked as a Protection Adviser, Trainee Financial Planner, and Paraplanner, with notable roles at SJP Partners and IFAs. In previous roles, Zara handled complex cases, developed processes, and trained colleagues. Her expertise includes trusts, pension transfers, and consultation reports. Zara is committed to creative problem-solving and effective communication. Outside of work, she enjoys mixed martial arts, reading, volunteering with animals, meditating, and creative writing. She's passionate about sustainable investing, fashion, music and nature.

Oliver Appleby Junior Paraplanner

Ollie joined us in February 2024, bringing a unique blend of experiences to the role, with a background in education. He is currently studying for his R0 exams. Ollie integrates his analytical skills with providing personable support for practices with their admin-heavy processes. Outside of work, Ollie shares a home with his partner Lydia and their two cherished feline companions, Eddie and Robin. When not immersed in financial tasks, Ollie enjoys exploring the picturesque landscapes of the Peak District, video games, and catching the latest box office releases at the local cinema.

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 Salesforce whizz, Sarah is adept at updating client records, preparing review and meeting documentation, and 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, caring for her Nana, who lives with her at home, and passionately supporting Wrexham A.F.C.

Lucy Digital Assistant

Lucy is a digital assistant, powered by smart AI tech and LLMs created by Curious Thing AI. She joined the team in July 2024. Lucy is designed to have natural conversation with you. If the JG team aren't available to answer the phone or if you try to call us outside of working hours, you'll be connected to her to help take a message or send you a link to book an appointment. Not only can Lucy take multiple calls at the same time - she will also send us a quick call summary right after she's finished talking to you, so we're always kept in the loop and can follow up with you as soon as we can.