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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Great service and a perfect outcome to help with my daily needs. Professional, friendly and supportive from start to finish. Would not hesitate to recommend them, definitely deserve the 5 stars I've given them. Thank you all
Graham Taylor
Outstanding service with friendly and helpful staff. Could not fault them in any shape or form.Made my application for attendance allowance stress free.
Gary humble
Wow what a GREAT company to to deal with very pleasant people to speak with and Fantastic Service would not Hesitate to recommend to anybody wanting HELP
David Gibson
Absolute superb service, all personnels polite, efficient and complete pleasure to deal with.i would highly recommendJohnathan Owen.
John V.Grant
Thank you Jonathan Owen,what a service you provide.From Gemma on switch to Bobbi who dealt with my claim,you’ve been extremely helpful,friendly and above all,very professional.Once again,thank you.
Edward Collier
Jonathan Owen had previously help my husband to make a claim, so I had no hesitation in asking them to help with mine. From the initial telephone conversation they were very polite and professional, explaining what information they would need for my application. I received a decision very quickly.
Jane B
Jonathan Owen are an outstanding service provider.Professional but very friendly and extremely helpful.I would highly recommend this company to family and friends.
W Reeves
A very helpful firm which helped me get attendance allowance, highly recommend and reliable.
C.lloyd

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