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 much friendly and efficient help, application sent by Jonathan Owen the same day I gave them required information. First payment received less than four weeks later. Can not speak highly enough of this company, thank you very much

Clive Tomkins

Excellent help throughout.I would not have managed to fill the forms on my own.Thanks Jonathan Owen.

Margaret Moyo

So helpful and professional, I could not have filled the forms out to claim the AA allowance, with out their help, and just over a year now, had a phone call to check all is well, and if anything needed updateing, the initial cost would cover any ajustments required, could not wish for a better service from Jonathan Owen. Thank you.

Barrie Tibble

Excellent Professional help and advice all the way through the process, form filling etc.Will definitely recommend.

Trevor Williams

Helped me so much with a difficult form. Staff were amazing and so helpful. Would certainly recommend. Applied and received my AA

Mr W Nailen

Highly recommend achieved the higher rate on appeal with help from Morgan. Well worth the fee which is only taken if you are successfuland after you receive payment.

Jenny Collis

I'd like to thank Jonathan Owen for their help in getting me the Attendance Allowance.The Staff there are absolutely helpful and pleasant to deal with .Thanks again

Pauline Essen

I can only say from the Heart thank you to this wonderful company. They helped put extra money in my pocket at a time when I was forced to retire due to numerous health issues. The service is worth every penny and the staff are excellent.

Roy Taylor

I have an enquiry regarding

Wills Protective Will Property Trust Power of Attorney Attendance Allowance

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