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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I was doubtful I could qualify but filled my name tel no they rang next dayI gave my info over phone They did all the work I just had to sign and postSix weeks after I was acceptedTheir receptionist was ever helpfulso have a go you have nothing to loose
WILLIAM STANWIX
A good job well done I am very grateful
GERALD A WILSON
Friendly & professional service, making it an easy process to complete. I cannot thank them enough.
Steve Andrews
Excellent service. I am very grateful for you assistance. Thank you
Fran nicholls
I am grateful to Jonathan Owen for all their help in my acquiring AA; they presented my case very well. The lady who discussed my conditions with me was sympathetic and patient. They were helpful & supportive throughout the process and I highly recommend their services.
Lynne Edwards
I came up against a somewhat mind blowing application to complete. Jonathan Owen, with their proffesional nowhow made it all come together. The agent I delt with was fantastic. Thank you.
Steve Pryor
So glad I found Jonathan Owen. so helpful. Tried twice myself to fill form AA in but no luck. 3rd time lucky. Thank you so much.
John Turner
Jonathan Owen, were professional and friendly, very happy with service provided.
Lynda Williams

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