Phone CALL FREE 0800 3688596

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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Thank you for a professional and successful claim. Amazing not having to wrestle with form filling. All work completed very quickly
Helen Fallows
Great service they talk you through every step very very helpfulwould not hesitate to use again, Thank you.
Barry Turnbull
Very good job, good work thank you wouldn't have got it without your help
Adrian leadbetter
very nice and professional
MIRZA MUNIR
What a fantastic company to work with! From start to finish, they knew exactly what they were doing. I would highly recommend them to anyone who needs help with filing or any of the services they provide. Every now and then, you come across a true gem in customer service — rare these days — and they are that gem.
Bernardete de Zinger
very friendly and professional staff with good communication skills giving good results in less than three weeks highly recommend
MR A MEEK
I highly recommend Jonathan Owen Wills and Trust. They supported me throughout my Attendance Allowance application and made the whole process clear and stress-free. Their knowledge and professionalism were excellent, and thanks to their help, my application was successful with a positive outcome. Very grateful for their assistance and would not hesitate to use their services again.
Len Heslop
Very professional, easy to work with would highly recommend
Jacqueline Spencer
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