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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.

 

Book a free consultation - Jonathan Owen IEP

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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These people really helped me when applying for attendance allowance regular phone calls everyone was very polite, it was made so easy it’s made a big difference to my life I can keep myself safe in my home so a massive THANKYOU to all of you I recommend you to anyone.
Sheila Mitchell
No hassle, understanding and caring, they make this process easy, thank you for all you have done.
Mark SMITH
Staff were helpful and took in to account all queries. Good to know I can come back for help with any future queries as part of the original agreement. Thank you
V. Newton
Very very helpful made it look simple but it was far from that THANK YOU
ROGER SUMMERS
This was a wonderful service, far better than I expected. I've been struggling with the claim and had no one to help. This service made it easy and the result came through very quickly. I couldn't be more delighted. Well worth the money. Thank you so very much.
Terence Oakes
Great help throughout the whole process of my Attendance Allowance application.Thank you guys, appreciated.
Jose Vaz
Michael didn't think he'd get anything and refused to listen to me and the rest of the family. Thanks to seeing your advert I put his name forward. He took your comments to heart and allowed you to help him apply for Attendance Allowance. We've just heard that this claim was successful and he's been awarded over £400 per month. Brilliant outcome. Thanks so much for your patience with Michael and all the help you gave him. Many many thanks. Jennifer Bridge.
Michael Bridge
Received fantastic service from Jonathan Owen team from start to finish. Made the complicated process very simple. Thank you.
V. Shah
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