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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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Superb service great advice highly recommend this company
Sheila Q
Outstanding service by this company. They did all the difficult form filling and research needed to get the payment. Jump in to get your assistance.
Charles Patterson
Can't rate Jonathan Owen enough. They were so helpful in getting my attendance allowance application submitted to DWP which was successful. Couldn't of done it without them as I am sure I wouldn't have completed the form in so much detail if I had had to do it myself which could have resulted in me not being successful. They were very professional and helpful and stayed in touch throughout the process. Would highly recommend them.
Susan Locke
The company were very helpful in the application process and made it all so very easy. I was successful in my application and was happy to pay the fee for the companies assistance. I would recommend speaking with the advisers at least, to see if you may qualify.
Paul Watson
Absolutely outstanding service which was all delivered in a professional but friendly way to prepare my wife’s claimWe would not hesitate to recommend this company as the application form complexity would have been beyond usFrom first phone call to the receipt of benefit was under six weeks Thank you to all the staff who helped my wife
Linda n
Absolutely delighted with the help and advice Jonathan Owens provided. They made the whole process of successfully receiving my Attendance Allowance, easy and stress free. I cannot recommend them highly enough. This has gone some way to easing my financial pressures. Well worth the fee.
Denis B
Very happy wit h the service and was successful with my claim and would recommend them. 5 star service.
A. Rogers
Brilliant service from this company, all the staff who I talked to was friendly kind and most helpful, I was delighted to receive my AA in a matter of 3 weeks.thank you Jonathan Owen Wills and Trusts
Jean Hannam
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