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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 best service and help you could ask for, I was assisted by a wonderful woman called Bobbi and without her help I would still be floundering in the dark.Not a cheap company but an excellent one, would heartily recommend,.Bobbi you're a treasure.
AJ Newport
Excellent service,so helpful when completing form.My wife phoned for me as I was reluctant to do this ,but I had a a successful result,thanks to Jonathan Owen.So pleased as the extra cash meant I could buy a mobility scooter which helps my illness
Mr A A johnson
Great service and very helpful
Colin Babbage
really helpful , do not be afraid
Alan Whitehead
Very helpful and very understanding .I would recommend there service 100%
Mr Critchley
Cannot thank this company enough for all the help and advice that was given to me on completing the application form for AA. From my initial enquiry to receiving a successful outcome was less than 2 weeks. Staff were both professional and understanding throughout. Would definitely recommend !!
Carol Corn
It was a very easy process. I was surprised how quickly the whole procedure took.
DianeB
Prompt action is taken with excellent success rate. Staff members are helpful and supportive. Reassuring with good information sharing. I have no reservations in recommending this services. Thanks and appreciation .
Kadiatu Fofana
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