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.

What our customers say

This Company deserves HIGH PRAISE for the courteous and professional manner it deals with its customers.Without their guidance, support and being valued throughout, I would not have received my higher rate Attendance Allowance. Chloe was exceptional on the telephone as we completed the lengthy application form - plenty of patience, empathy and understanding. Jonathan Owen & Associates - what a great Company. A must to act on your behalf. Congratulations to the entire team. David Davies

David Davies

Well done Jonathan Owen. I could never have been successful with this application had I attempted it myself. Thank you so much.

Gordon Burns

I would thoroughly recommend Jonathan Owen - they are very professional and very helpful. They helped every step of the way . A very successful outcome.

Susan Butler

Great team very professional and a successful out come , I would recommend them every time

Derek Hobbs

A BIG THANK YOU YOUR PROFESSIONAL TEAM THAT HELP ME TO SUCCESSFUL OUTCOME WOULD CERTAINTY RECOMMEND THEM.

G.SAYER

Highly professional friendly and utterly reliable and very successful company

Alan Hawkes

Brilliant from start to finish. Most helpfull

Andrew

Excellent, professional service from start to finish. Certainty very easy to recommend them.

Gren