About

A University of Bedfordshire graduate, Jonathan has dedicated the last 15 years of his career to Will Writing and Estate Planning, during which time he became a full member of The Society of Will Writers. He started working with a large national Estate Planning company, supporting their clients for a number of years, before adjusting his career path and becoming independent in 2015.

Husband to Rachel and father to two boys, Jac and Tomos, his passion and focus when he's not working is family. When he's not with them, he's contributing to an impressive sports career; he's previously played semi-professional rugby, represented his country in Tennis, and competed for the European Team Trophy in Golf.

Jonathan's relentless commitment to his clients is what makes him stand out. He believes in offering a personal, flexible service that is based around doing right by people, not profit.

Jonathan Owen is a member of the Society of Will Writers.

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 from the whole team I couldn’t be more pleased with the help I received in claiming attendance allowance thank you
Ann Irving
Thankyou so much for all your help in guiding me through this successful application I’m very grateful.
Rita Lawson
Excellent service and very efficient first class act all round. Many thanks.
Martin Callaghan
The young lady who contacted me by phone.for approximately 1hr to assist with form filling was very helpful.. payment setup after 3weeks 10/10
Alan Abbott
Could never have filled in forms alone great team and successful outcome
Barbara Levitt
the young lady who helped me fill in the forms was very easy to talk to and understanding.Jordan was also excellent
Michael Reynolds
I could not have filled the lengthy form in without your help. I was so surprised when my first payment came through within 2 weeks for Attendance Allowance. Thank you.
C Jones
Very efficient and helpful in explaining all detail.
B W Harper

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