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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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Provided excellent help completing the Attendance Allowance forms.I had previously applied and been refused, but with greater needs I sought professional help to re-apply and was successful.
E Page
I tried applying for Attendance Allowance myself, last year, but eventually gave up, due to all the lengthy and complex paperwork.This time, Jonathan Owen guided me through the process and, within a few weeks, I received the allowance. Excellent, fast and efficient service - thank you so much!
Stephen Buck
Whilst I have a genuine need for the help of the attandance allowance , | was put off by the daunting , complicated and extensive form filling concerned in the process of application.How delighted I was when introduced to Leah who handled my complicated form filling. I was so surprised at the speed at which I received a positive reply and have nothing but praise for your organisation. I will tell the world!!
Terence Benjamin
I’m so delighted that I reached this amazing team to help me in my health conditions,fantastic company helping people deeply in need of support and amazing assistance, you’re on of a kind,uncomparable for all you have to whoever needed most. Thank you so much.
Ancia Borrett
Wow ! What a professional service, just 2 weeks and have been accepted for the full ammount Brilliant.
Anthony Mold
Absolutely top notch. Honest trustworthy and for once an absolute pleasure to work with a company that is full of integrity. I'm giving 5*s but all the staff I talked and dealt with went beyond 5*s.
Charles McLean
My application only took 2 weeks from sending paper work to DWP to receive first payment Thanks to Jonathan Owen Team
William
I can’t praise this company enough. Thoroughly professional from start to finish. They were as pleased at my success as I was.Full entitlement awarded, I am thrilled
Karen
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