We help you secure your family's future

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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very professional extremely helpful
John goodall
Superb professional service from start to finish. Highly recommend.
Phill Davies
they were a great help in getting my forms filled in excellent service and my application was approved and they are very friendly people thank you
Mr Ian thompson
Big Thank you for helping me with application.Thanks again for the team you helped me to take high A.A.
Didi Yordanova
Thank you so much for all your help. Your kindness and sympathetic approach was greatly appreciated as was your skill in helping with completing the very complex form. Thanks to you my application has been successful.
Sally Roberts
Good Service
Ann Shirley
You were a great help with filling the many forms I had to fill in.
Janet Scott
Excellent service , sorted in a short time , recomend, helpful, no situations they can’t resolve , many thanks
J G Haydock

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