We help you secure your family's future

Making sure your loved ones inherit

Jonathan Owen and his team of financial planners have more than 15 years of experience. The team have helped generations of families prepare for their future through various services, including Will Writing, protecting their property through Will Trusts, setting out Lasting Power of Attorneys, Family Protection Trusts, and preparing for their final journey with Funeral Plans, taking the burden away from their loved ones.

Jonathan Owen IEP is fully insured with professional indemnity cover up to £2M/customer.

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What our customers say
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Thank you to you all for your professionalism, which resulted in an excellent result. I would certainly recommend you.
Geoff Wenman
I am very grateful to Jonathan Owen for the professional & sympathetic help I received when applying for the Attendance Allowance. The whole process was made easy for me & I was successful in receiving an Attendance Allowance.
Eileen Fairclough
Very efficient and quick
Mrs. Lorna Boyes
A first class serviceVery professional with extremely quick successful results
JANET WIL;SON
A first class serviceVery professional with quick results
TERENCE WILSON
Application process painlessly completed and resulting in a successful outcome. The staff being so patient and respectful made the whole experience extremely easy. Thanks to you all.
Carole Kay
I didn't know anything about this service until a friend recommended it. A very professional and pleasant team to deal with. Everything completed very quickly.
Pauline Won
An excellent service delivered with courtesy.
Angela Evans

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