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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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Excellent Professional help and advice all the way through the process, form filling etc.Will definitely recommend.
Trevor Williams
Helped me so much with a difficult form. Staff were amazing and so helpful. Would certainly recommend. Applied and received my AA
Mr W Nailen
Highly recommend achieved the higher rate on appeal with help from Morgan. Well worth the fee which is only taken if you are successfuland after you receive payment.
Jenny Collis
I'd like to thank Jonathan Owen for their help in getting me the Attendance Allowance.The Staff there are absolutely helpful and pleasant to deal with .Thanks again
Pauline Essen
I can only say from the Heart thank you to this wonderful company. They helped put extra money in my pocket at a time when I was forced to retire due to numerous health issues. The service is worth every penny and the staff are excellent.
Roy Taylor
I have nothing but good things to say about the whole process and the helpful and friendly advice given at all stages of my claim. I would not hesitate to recommend them to anyone and eveyone! THANK YOU
JENNY BURROWS
Excellent service . Friendly and professional. So helpful. Absolutely recommend your service. Many thanks.
Gwyneth Olsen
Impressed with service from start to finish. Very professional and polite there was no pressure all. will be recommending them to my friends.
Caroline Parry
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