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

Jonathan has an informal yet very professional manner. He has the ability to explain any queires you may have in a clear and precise way, plus should you need to contact him, at any time, he will reply to your telephone call, text or email promptly.

Sue Atley

Jonathon was most helpful in assisting us making our Wills and POA. He explains all the different sorts of Wills you can make in a simple, easy to understand manner. He came to our home at a time when it suited us which is very convenient as we both work in the day. He is now assisting other members of my family. I would highly recommend him.

Sandra Gillison

Thank you Jonathan, highly recommended Ronald and Angela Hopes

Ronald Hopes

Jonathan explained all the different options available to enable us to make the right choice. He made it easy for us to understand. He was informal but also professional and put us at ease explaining all our queries. We would highly recommend Jonathan from Roy and Marianne Davies

Marianne Davies

I have no hesitation in recommending Jonathan. He is a very pleasant and genuine person. I urge anyone needing his services to contact with confidence

Rose Harding

Definitely recommend to anyone needing advice and guidance for Power of Attorney and Will writing. Jonathan is very approachable and down to earth and can easily talk you through the jargon to ensure you have the correct paperwork in place for you and your loved ones.

Joy Reynolds

First of all I would like to highly recommended Jonathan for coming to our home to go through things that I never knew before he explained everything to us in great detail. Myself and my husband can’t thank him enough for his good advice which we have taken on board and used his services thank you Jonathan

Delyth Thomas

Jonathan has just helped us do our Wills and Power of Attorney. I highly recommend him, he is so helpful, friendly and very efficient. Advised on many issues we had not even thought of and has certainly given us piece of mind for the future.

Paul Tanner

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