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About

Jonathan has dedicated the last 20 years of his career to, Will writing, Estate planning and more recently Application Assistance services.

Having started working for a National Will Writing company supporting their clients for a number of years he eventually went it alone becoming an independent in 2015.

Now in 2025 and a team of almost 40 Jonathan is very proud to be helping hundreds of families every week. The business was originally set up to help families prepare for their futures setting up wills, trusts and lasting powers of attorneys. While we are still very committed to our long-standing customers, we are now predominately focussed on helping customers claim Attendance Allowance.

Husband to Rachel and father to two boys, Jac and Tomos, his passion and focus when he's not working is family. When he's not with them, he's contributing to an impressive sports career; he's previously played semi-professional rugby, represented his country in Tennis, and is a scratch Golfer.

Jonathan's relentless commitment to his clients is what makes him and his team stand out. He believes in offering a personal, flexible service that is based around doing right by people, not profit.

Jonathan Owen Wills & Trusts is a full member of the Society of Will Writers.

 

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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.

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What our customers say
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It is now some months since I was awarded the higher rate of attendance allowance. Having looked at the DWP 30 page exercise in obfuscation I decided to use your company. Good move on my part for which I thank you. As a result I recommended you to my sister, Mrs Robina Dawson, who is also very happy with your service. If I qualify for the £25 referral bonus, please let me know.
Robert Toland
Jonathan Owen IEP successfully helped me with both my AA and POA applications. The knowledge, patience and support provided by the team was excellent. A most professional firm, I would recommend them 100%.
Stuart Harman
best decision i ever made, process was made very easy & a fantastic result, very quick, thank You Jonathan Owen wont have any hesitation reckonmending you to my friends
patrick Carroll
Although 4 years previously I managed to obtain Attendance Allowance for my husband I couldn’t face applying again for myself. So pleased I chose Jonathan Owen; painless application and a quick result. Highly recommended.
Lynne Prudenti
I often thought I was eligible for Attendance Allowance, but an adverse fear of form-filling prevented me from applying. This was done for me, over the phone and sent to me to check and forward to DWP. The allowance was duly awarded, and the process was swift and easy.
Darrell McPherson
Pension Age Disability Application Thank you so much for your assistance. My form was filled in over the phone then sent to me to check over. I was awarded the higher rate. The whole process was easy and customer services kept in touch with me throughout. I was delighted with your service I couldn’t have done it without you.
Anne Jones
Very helpful service I have now received my Attendance Allowance. I would recommend them.
John Gouriet
Brilliant very helpful highly recomended
M. S. WARD
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