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If you would like to get in touch with us please use the form provided on this page. Alternatively, you can contact us using the following details:

Tel: 0800 3688596
Email: [email protected]

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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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Excellent service,so helpful when completing form.My wife phoned for me as I was reluctant to do this ,but I had a a successful result,thanks to Jonathan Owen.So pleased as the extra cash meant I could buy a mobility scooter which helps my illness
Mr A A johnson
Great service and very helpful
Colin Babbage
really helpful , do not be afraid
Alan Whitehead
Very helpful and very understanding .I would recommend there service 100%
Mr Critchley
Cannot thank this company enough for all the help and advice that was given to me on completing the application form for AA. From my initial enquiry to receiving a successful outcome was less than 2 weeks. Staff were both professional and understanding throughout. Would definitely recommend !!
Carol Corn
It was a very easy process. I was surprised how quickly the whole procedure took.
DianeB
Prompt action is taken with excellent success rate. Staff members are helpful and supportive. Reassuring with good information sharing. I have no reservations in recommending this services. Thanks and appreciation .
Kadiatu Fofana
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
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