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. Very friendly and helpful.
Diana Burkinshaw
A first class service, quick and efficient and dealt with in a friendly and approachable manner
BARRIE GILBERT
I’ve very happy with the way I’ve been treated, they are very kind and helpful
ann jeremy
Excellent service, forms filled out over the phone and sent to me for signature, positive result after just five weeks. I was put off by the forms and not bothered, I now realise I could have been claiming this for the past 3 years. Thank you Jonatan Owen.
Steve
Excellent company helping from the word go, nothing to much trouble, very professional with a great outcome, thank you one & all .
P Stephens
A massive thank you to Lauren and the team for handling my AA claim on my behalf. I am thrilled with the result – a successful claim! I truly appreciate all your hard work and dedication throughout the process. I would not hesitate to recommend this company to anyone in need of similar services. Thank you once again!
Michael H
Appears very patient and compassionate and extremely helpful
Derek Huntley
Thank you for all your help and assistance , from day one when your friendly advisor filled forms in a phone call , and posted off to me to sign (I would have gave in without your help with forms ) and always assuring myself not to worry when I hadn’t heard anything ,
Larry Riley

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