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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Were 1st class throughout the whole process.highly reccomended.great people great service
Leslie Samuels
Excellent service and it was a pleasure talking to your staff. Thank you from both myself and my wife Jean.
Peter Martin
Thank you to Jonathan Owen,a truly professional and wonderfully helpful company. Highly recommended .
Chris
I didn’t know i was entitled to this benefit but Jonathan Owen filled out the application form and i was successful i would highly recommend these people very helpful and professional and kept in touch regularly.
William Taylor
A fast efficient service which I would recommend to all
Julie Ellins
Great to deal with from start to finishCould not recommend more highly
Mike Crewdson
Phone call from Summer was very welcome, my husband died in February and to know I still have your support should I need it was so reassuring.
Lynda Saw
Since they started my application they had already riassured me for the success of the matter, all went smooth and this has demonstrated how professional they are. I recommend them 100%. Thank you very much.
Calogero Fiumicelli

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