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.

 

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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Everything made so easy, especially the form filling which can be awkward at times and repetitive. The service was first class and very, very much appreciated. Would recommend them to anyone seeking help.
KEVIN TURGOOSE
Brilliant service in every way. I highly recommend this company. Many thanks
Edward Allan Moore
Outstanding service, professional, friendly and helpful - Attendance allowance application was easy and straight forward. Good Job!!
Tony Veater
Absolutely fantastic service from start to finish. All staff were very helpful, friendly and customer focused. I will be recommending Jonathan Owen to all my friends and family.
Anthony Sproston
Jonathan Owens provide a fantastic service. From the initial telephone enquiry they were so kind and caring and helped me through my application. I cannot recommend them enough. If you are hesitant to make the call don't be, they put your mind at rest. Everyone I spoke to at Jonathan Owens were so polite and genuinely respectful *****
celineroberts
Superb service great advice highly recommend this company
Sheila Q
Outstanding service by this company. They did all the difficult form filling and research needed to get the payment. Jump in to get your assistance.
Charles Patterson
Can't rate Jonathan Owen enough. They were so helpful in getting my attendance allowance application submitted to DWP which was successful. Couldn't of done it without them as I am sure I wouldn't have completed the form in so much detail if I had had to do it myself which could have resulted in me not being successful. They were very professional and helpful and stayed in touch throughout the process. Would highly recommend them.
Susan Locke

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