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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Pension Age Disability Application Thank you so much for your assistance. My form was filled in over the phone then sent to me to check over. I was awarded the higher rate. The whole process was easy and customer services kept in touch with me throughout. I was delighted with your service I couldn’t have done it without you.
Anne Jones
Very helpful service I have now received my Attendance Allowance. I would recommend them.
John Gouriet
Brilliant very helpful highly recomended
M. S. WARD
I’ve only just completed this form regarding attendance allowance tonight. I’m going to check it in case I’ve omitted something. I will contact Jonathan Owen when I finish it. I’m impressed with the positive reviews too.
Susan Allen
This company is fantastic. They helped me with attendance allowance and I received it. I have already recommended them to a friend who also got her attendance allowance.I HIGHLY RECOMMEND THEM, brilliant, professional and knowledgable people.
Maria Freeman
i was worried about trying to fill in the daunting form myself so contacted jonathan owen for help. their lady representative completed the form for me over the phone although i am hard of hearing, she gave very good advice on how to complete the form and once i posted it was awarded the full allowance within two weeks.i am very happy and gratefull for the service that i received.
david poole
Provided excellent help completing the Attendance Allowance forms.I had previously applied and been refused, but with greater needs I sought professional help to re-apply and was successful.
E Page
I tried applying for Attendance Allowance myself, last year, but eventually gave up, due to all the lengthy and complex paperwork.This time, Jonathan Owen guided me through the process and, within a few weeks, I received the allowance. Excellent, fast and efficient service - thank you so much!
Stephen Buck

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