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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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The team at Jonathan Owen responded to my initial enquiry regarding Attendance Allowance (AA). They asked me questions about my situation and then submitted the AA application to the DWP. Nothing could be simpler. The AA application to the DWP was successful, and I now receive my 4-weekly AA. Thank you team at Jonathan Owen.
Elias Haddad
I would like to thank the Jonathan Owen attendance allowance team for getting me through the application process.....there is no way I could have achieved this alone ..thoughtful And sensitive people....thankyou .
Stephen Riley
Typically , I played down my condition. Professionally entered with ongoing support for a successful application
Stephen Burt
I chose this company has I wasn't sure about all the paperwork, they were excellent from the first telephone call. Nothing was a problem for them and they kept in touch on a regular basis.
Steve W. Cumberland
Fantastic company, very polite and friendly and good communication.Got me my Attendance Allowance.I highly recommend this company.Thank you
Colin Prince
Very attentive and helpful team. Took me through the process making it easy to apply. Thank you.
Olga Egorova Street
I hate filling forms. Jonathan Owen saved me from the drudgery. Their professional took me through the form and smoothened the process of filling in the items over phone in a seamless manner without causing any strain. I get fatigued easily but did not feel so as the process progressed. I had put off the application dreading the process and for fear of rejection. I am glad the entire process has resulted in a successful end and I am thankful to Jonathan Owen.
Ravichandhira Rao
I found them very professional from start to finish to the point of a successful result. I fully recommend them.
Graham Hall
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