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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Thank you for your help
George Stevenson
First class service from start to finish. Thank you so much for your help I didn’t know where to start
Keith Reynolds
I can not thank you enough,or fault you,a very good experience once again thank you
Carol Mitchell
Than you for all your wonderful and professional work on getting my Attendance Allowance.
Anthony Brown
Very happy with how my successful application was handled by this company for my attendance allowance. A big Thankyou to Matthew for his time and patience.
Hazel Nutter
Jonathan Williams provided guidance to allow my wife to obtain Attendance Allowance. Their staff were excellent and followed up at all stages of the process. Very impressed with their knowledge, helpfulness and their professionalism. Highly recommended.
Derek Littleford
I have been helped by , Such a nice very pleasant group of people , Jonathan Owen employees are so nice , very knowledgeable and helpful, very informative. 5 stars to you all
Val Saveall
Very please with the service and will recommend.
James Smith

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