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

You were very considerate of my situation and discerned my needs for help physically at this. Thank you so much. Margaret.

Margaret Morgan

Very kind handling of my situation with insight into my ever-increasing hardships. PRM.

Peter Morgan

Exzcellent service. I would never have gone through the forms without their assistance

Anthony Stacey

Very happy with the friendly, fast and very efficient service from the customer service team. They filled in and filed the forms in a very short space of time, something that I would probably have been very apprehensive doing myself.My application was upheld, and as part of the service they will support any further issues or changes.Many thanks.

John Ramage

Would’nt have been able to complete the transaction without Jonathan Owen trust

Grahame jessop

Excellent service, thank you Thomas & Shae for all your help. I’m so glad my friend recommended Jonathon Owen to help me successfully apply for Attendance Allowance once again thank you.

Valerie Clark

I used Jonathan Owen to help me apply for Attendance Allowance. In just a few days I received my first payment. Brilliant. First class service.

Norman Dickinson

Great service so helpful. Wouldn't of been able to do it alone. Got first payment three weeks later thank you

Roy

I have an enquiry regarding

Wills Protective Will Property Trust Power of Attorney Attendance Allowance

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