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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Very happy wit h the service and was successful with my claim and would recommend them. 5 star service.
A. Rogers
Brilliant service from this company, all the staff who I talked to was friendly kind and most helpful, I was delighted to receive my AA in a matter of 3 weeks.thank you Jonathan Owen Wills and Trusts
Jean Hannam
Great service. Very friendly and seem sincere in helping clients. Would not have applied for AA on my one £600 a very good investment
Donald Twigg
Excellent advice and guidance in filling in my form with friendly and knowledgeable advisors
Phyllis Walmsley
Outstanding company, unsurpassed
David Bryce
Don't complete the 36 page application yourself. It will be very hard graft. Let Jonathan Owen do it - their £6oo fee will be worth it.
Trevor Crago
Great service and a perfect outcome to help with my daily needs. Professional, friendly and supportive from start to finish. Would not hesitate to recommend them, definitely deserve the 5 stars I've given them. Thank you all
Graham Taylor
Outstanding service with friendly and helpful staff. Could not fault them in any shape or form.Made my application for attendance allowance stress free.
Gary humble

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