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We help you secure your family's future
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Last Will and Testament
Safeguard your wishes after you pass away with a Last Will & Testament.
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Protective Will Property Trust
Secure your assets in death by placing them in a Property Protection Trust.
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Power of Attorney
Pass on decision making power to a friend or relative if you become incapacitated.
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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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No matter how sophisticated & intellectual a life one's been leading, disability hits in the core. Bobbi set me back as a capable & properly functioning person again. She made the application process a doddle; I am forever grateful.
Leah Middleton
A very good experience. Staff were very helpful and saved me hours trying fill out the form. Had follow up calls keeping me updated. An excellent service all round. Have recommended you to another potential claimant. Thank You.
Rob Newport
Everything made so easy, especially the form filling which can be awkward at times and repetitive. The service was first class and very, very much appreciated. Would recommend them to anyone seeking help.
KEVIN TURGOOSE
Brilliant service in every way. I highly recommend this company. Many thanks
Edward Allan Moore
Outstanding service, professional, friendly and helpful - Attendance allowance application was easy and straight forward. Good Job!!
Tony Veater
Absolutely fantastic service from start to finish. All staff were very helpful, friendly and customer focused. I will be recommending Jonathan Owen to all my friends and family.
Anthony Sproston
Jonathan Owens provide a fantastic service. From the initial telephone enquiry they were so kind and caring and helped me through my application. I cannot recommend them enough. If you are hesitant to make the call don't be, they put your mind at rest. Everyone I spoke to at Jonathan Owens were so polite and genuinely respectful *****
celineroberts
Superb service great advice highly recommend this company
Sheila Q
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