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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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Had fantastic advice and service throughout, all the staff that I have dealt with have been amazing. I highly recommend using Jonathan Owen.
Nigel Kimber
They were so helpful and professional in getting my application submitted on time to a positive outcome. Can't thank you all enough for the assistance and support to make it possible giving me a peace of mind to live again. Continue to be blessed in your humanitarian work. Will forever recommend your services. Thanks
ADEWUNMI Oyetunji
Very professional information and help with my application.Thank you
Anthony Walters
Excellent service; friendly, professional and helpful. Certainly needed that help with the form! Many thanks.
Meriel
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
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