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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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An excellent service from start to finish, very polite and professional team that does what it promises. I would heartily recommend this company.
Brian Freeman
Just like to say thank you for all your help and support with getting Attendance allowance
Chris Banks
Thank you for your assistance in securing AA. The whole process took only 6 weeks; during that time everything was done methodically, professionally and being guided through each stage, keeping me informed and up to date at each stage. The staff were superb; helpful friendly and very supportive. Absolutely excellent service and would highly recommend you to anyone. Thank you once again.
Judith Dickson
Thank you for your valued help in achieving my allowance. Being in my 80s the form filling can be very overwhelming. I can’t thank you enough for you very patient sympathetic approach which has been much appreciated.Sonia Fleming
Sonia Fleming
Thanks very much for all your help. I asked several questions and was given the answers no problem. Thanks again for your help.
Albert Swain
Excellent service and the most lovely people to deal with so so helpful nothing was a bother. I have recommended to my friends.
Sharon whitehead
Excellent service, very professional help, I was told about your service by a friend, after a phone call from yourselves I was sent the paperwork, sent it back and 5 weeks later had my first payment, highly recommended.
John Major
Thanks for all your help. I have never applied for any Benefits before. My Husband applied online. Within 2/3 months things we sorted and I received my first payment. THANK You
Christine Swain

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