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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Good Service
Ann Shirley
You were a great help with filling the many forms I had to fill in.
Janet Scott
Excellent service , sorted in a short time , recomend, helpful, no situations they can’t resolve , many thanks
J G Haydock
Excellent service and my application was approved surprisingly quickly. Many thanks for your help.
Peter Foster
Excellent service and was surprised I had qualified. Thank you.
Ann Jenkins
I had never heard of attendance allowance, until I spoke to a family member who had been awarded it recently.I called and made an appointment. The team were so helpful and patient. I was awarded the higher rate after only 2 weeks. I would highly recommend Jonathan Owen. Thankyou to everyone involved 5*
Julie griffin
I was surprisingly awarded the higher rate of AA after being rejected twice in the past, (when I applied on my own accord), so it was really worthwhile using Jonathan Owen's service. I received my first payment after just three weeks. Thoroughly recommended company. Many thanks to ALL at JO who participated in my claim.
Paul Egerton
Excellent service with friendly professional people, couldnt praise them enough, thankyou!!
M Lowe

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