Protect your assets in life and in death with the use of a Family Protection Trust.
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Secure your family's future, by planning for yours
WILLS
WILL TRUSTS
POWER OF ATTORNEY
FAMILY TRUSTS
FUNERAL PLANS
Make sure your loved ones inherit
Talking about what happens after death isn't usually someone's preferred topic, but it's an important one that can mould the future for your loved ones. Planning what happens when you pass away can safeguard the capital you pass down, as well as protecting the family you leave behind from unnecessary costs.
As an experienced Financial Planner with more than a decade of experience, Jonathan Owen has helped generations of families prepare for their future through various services, including Will Writing, setting out Lasting Power of Attorney, and preparing Family Protection Trusts.
Take the first step to securing yours and your family's future; book a free consultation with Jonathan Owen to plan the next step in your journey.
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About Jonathan Owen
A University of Bedfordshire graduate, Jonathan has dedicated the last 10 years of his career to Will Writing and Estate Planning, during which time he became an affiliate member The Society of Will Writers, however Jonathan is now a Full Member. 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 around five years ago.
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.
