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.

What our customers say

So grateful for making this complicated process a very pleasant experience due to your wonderful, professional team. Very efficient and had a result within six weeks. Once again thank you all so much.

Tom Sturgeon

Excellent service throughout the period of the claim. There is a charge if the claim is successful, but this is made clear at the outset and do not be put off claiming.

Robert Daniells

First class advice and guidance from very considerate and patient advisers. Thank you very much for helping me complete a successful application for this allowance.

Gillian Hayward

Excellent service and advice from start to successful finish from very professional and patient experts. Thank you for your much appreciated help

Neil Morris Hayward

Excellent service from the company , all staff very helpful and patient to fill in the application form . Thanks for your great work . Well done

Alvaro W

Brilliant service from start to finish, it is also nice to deal with real people and not get the run around from auto /robotic system many organisations could learn lessons

Stuart Ryan

Very efficient service .Helpful and all done by phone initially then forms prepared and submitted.Could not have done all this without the assistance of this company.Only wish I had been aware of this years ago.

Kathleen Marr

They were very helpful in helping me complete a very complex 32 page application form which I was guided through the questions with a very helpful and patient lady over the phone, it was stress free. I never imagined that I would be successful but after about 6 weeks I received a payment in my bank account for the higher award. This company were so helpful making the application and kept in touch. I would recommend them to anyone who like me thought that they wouldn’t be eligible.

Ingrid Majd

I have an enquiry regarding

Wills Protective Will Property Trust Power of Attorney Attendance Allowance

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