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

Having previously received excellent help from Gareth on obtaining my attendance allowance he then worked to sort my claim for my pension uplift. So many people miss out on this benefit, it’s not easy. Strongly recommend you seek the help from Gareth and his team.

Ian Mcwatt

I would like to thank the brilliant team at Jonathon Owen for their work in successfully getting attendance allowance for me . William warren.

William warren

Very good service over phone on filling in of forms got there forms and signed them and sent off to attendance allowance

Gordon wilson

Excellent service. James took time to listen to my husband and I and what we needed our wills to cover. He demonstrated a reassuring understanding of our concerns and provided us with perfect solutions. Having gone through a very difficult situation dealing with a very poor will left by my late Dad, this gave us the peace of mind that our own daughter will not be in the same position when dealing with our estate. James, was knowledgeable, professional yet friendly at the same time. I am so glad I decided to use this company. Everything was completed at our home at times convenient to us.

Gill Evans

Excellent service highly recomended extremely helpful

Patrick Broad

I am very happy with the service from Jonathan Owen …who helped me fill in the forms over the phone for attendance allowance and they then sent me the forms all filled in for me to post to the DWP and after 5 weeks I received a letter to say I was awarded attendance allowance…it will make such a difference to my life ..so thank you so much ..very professional

Sheila

I used Jonathan Owen to claim my allowance, it was so easy. Megan asked the questions which I answered. I received the forms filled in which I read and signed. Few weeks later I received my first payment. Thank you Jonathan Owen

Jean

Good service very will recommend

Yvonne Vandensteen

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