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

Very please with the service and will recommend.

James Smith

Thank you for all your help in getting me my Attendance Allowance. You helped me fill in a very long form with lots of patience and humour. I would certainly recommend Jonathan Owen.

Pam Shield

This has been such a positive and professional process and I would like to thank everyone who has helped me successfully apply for Attendance Allowance - and especially Chloe who completed the form with me. I feel a lot more secure now in all aspects of my life.

Frank Hooton

These people really helped me when applying for attendance allowance regular phone calls everyone was very polite, it was made so easy it’s made a big difference to my life I can keep myself safe in my home so a massive THANKYOU to all of you I recommend you to anyone.

Sheila Mitchell

No hassle, understanding and caring, they make this process easy, thank you for all you have done.

Mark SMITH

Staff were helpful and took in to account all queries. Good to know I can come back for help with any future queries as part of the original agreement. Thank you

V. Newton

Very very helpful made it look simple but it was far from that THANK YOU

ROGER SUMMERS

This was a wonderful service, far better than I expected. I've been struggling with the claim and had no one to help. This service made it easy and the result came through very quickly. I couldn't be more delighted. Well worth the money. Thank you so very much.

Terence Oakes

I have an enquiry regarding

Wills Protective Will Property Trust Power of Attorney Attendance Allowance

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