Insurance / Protection

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At Jonathan Owen Wills & Trusts, we prioritise the importance of protection for both your assets and loved ones, whether you're purchasing your first property or planning for the future.

Jonathan Owen Wills & Trusts have teamed up with M4 Mortgages Ltd to offer these important products to our customers.

Their comprehensive range of protection policies ensures peace of mind without any additional fees to our customers. The recommendations are from a range of insurers which is representative of the whole market.

  • *Over 50s plans
    Offer a structured approach to savings, providing financial relief for funeral expenses upon your passing, easing the burden on your loved ones during a challenging time.
  • Life insurance 
    Safeguards your family's future in the event of unforeseen circumstances, such as covering mortgage liabilities. By leveraging our network of providers, they aim to optimise your policy while potentially saving you money.
  • Critical Illness Cover 
    Provides a lump sum payment upon diagnosis of a listed critical illness, offering vital financial support during challenging times.
  • Income Protection
    Did you know that according to NHS England over 30 million working days are lost each year due to musculoskeletal injuries? Income protection policies offer monthly benefits to cover your expenses during periods of sick leave, providing financial stability when you need it most.
  • Buildings and contents insurance 
    Safeguards your home, essential for any homeowner. Schedule a no obligation consultation today to explore potential savings on your renewal.
  • Family income benefit 
    Can provide a shorter-term cover to protect your family from loss of earnings, if you were to pass away. This product aims to replace a lost income if the worst was to happen.

*Proceeds of these policies can be used for payment of, or towards, the cost of a funeral, following the death of the person who is insured. You could pay out more money in premiums than the policy pays out. This policy is not a savings plan and has no cash-in value. Due to inflation, any amount paid out may not buy as much in the future as it would now and may not cover the full cost of a funeral. If you stop paying premiums before age 90, the cover will end, and you won't be entitled to claim any money back.

Jonathan Owen Wills & Trusts Refer protection services to M4 Mortgages Ltd.

M4 Mortgages Ltd is an Appointed Representative of PRIMIS Mortgage Network, a trading name of Advance Mortgage Funding Ltd. Advanced Mortgage Funding Ltd is authorised and regulated by the Financial Conduct Authority

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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 Jonathan Owen was patient and understanding whilst dealing with my successful application for Attendance Allowance. I would highly recommend this company's services.
Marie Goddard
Jonathan Owen Will solicitors were so helpful in helping me to fill in relevant forms for Attendance Allowance for which I am very grateful for. I definitely would recommend their services 100%
Lesley Collett
The team from Jonathan Owen were absolutely superb in claiming for my Attendance Allowance. The lady who walked me through the form was so friendly, tolerant and patient with me so I felt totally relaxed throughout the process. In fact, the whole team were professional, polite and helpful throughout. Thank you all so much.
Haydn Wilkins
I had attempted to fill the Attendance Allowance form in myself over about a year but found it a truly onerous task. I discovered Jonathan Owen by chance and, after contacting them, they completed the form by asking me the relevant information there and then. All done and dusted within an hour. I received the form through the post and then forwarded it to DWP. Within four weeks I received a letter telling me that I had been awarded the full rate of AA. Jonathan Owen’s representative was helpful, courteous and a real pleasure to talk to. What I had struggled with for months took just a short time and the result will make a massive difference to my life. Thank you all.
Mary D
WOW What a great team at Jonathan Owens. I have developed a fear of paperwork and hate having to fill out forms so I have put off claiming attendance allowanace for many years. After contacting Jonathan Owen their staff made the whole proceedure so straight forward and completed all the paperwork for me. I am now receiving the benefits that I should have been claiming for many years now. Big thank you to all at Jonathan Owen.
Jim Dunford
A Big Thank you to everyone at Jonathan Owen for all the help given with my Attendance Allowance application,I could not have done this without your help filling in the forms which has been successful within (7 weeks) I am so happy as this will make a huge difference to me,what a great team of people who went above and beyond to help,I will highly recommend to all my friends and family.Arthur Goll
Arthur Goll
I have been caring for my wife for a good few years now not realising that I could claim for this benefit.Although I only recently filled the form with your guidance I am optimistic that I will be successful and it will certainly help me care for her.Thank you so much
JOHN JENKINS
Excellent service and so helpful would not have been able to fill the form in myself Thank you so much
Maria

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