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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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Great service, friendly to deal with. Received full Attendance Allowance within just a few weeks
D. Trimming
Didn't know I could claim this. Saw an ad on FaceBook for this company and got in touch.spoke a lady who was very helpful and sympathetic filled out a form with me on the phone. The application arrived 2 days later. Check the form, signed it, and sent it off. 6 weeks later got a phone call from DWP to say I am entitled to it. Yes I could have filled the form in myself but they dotted all the 'I's and crossed the'T's ,properly. I think it was worth every penny. They are very professional and trustworthy. Thank you for the experience. Without your help I would not know what Attendance Allowance was.
Matthew Day
Absolutely delighted with the help and advise Jonathan Owens provided. They made the whole process of successfully receiving my Attendance Allowance, easy and stress free. I cannot recommend them highly enough, from the receptionist to the agent who dealt with me. Do not delay. Contact them.
Elise Niren
Tremendous - top staff and top company - deserves more than five stars
Raymond James
I replied to the ad not really expecting the response I did … they were helpful from the very start completing all the documentation to help process my claim
David Hope
Contacted Jonathan Owen about putting in a claim for Attendance Allowance and thank goodness I did.I was taken through, the claim form, page by page, and they filled in the claim form for me, as we went along, this took all of the stress and confusion out of the whole process.Everything was explained to me, by shea, in terms even I could understand.I cannot thank the team at Jonathan Owen enough.A truly 5* experience.Thank you to you all.
Ziad A Assayed
My second application fo Pension Age Disability Allowance successful, thanks to Jonathan Owen, whose representative went through the form with me and completed it all ready to submit. Many thanks for your friendly and efficient service which has really helped me.
Alison Russell
Cannot praise Jonathon Owen enough for their efficiency and help with this claim. It has made such a difference.
Jean Roberts
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