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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Thoroughly recommend this company. Very friendly, professional. Young lady helped filling out the forms with a friendly approach. Didn’t rush. Any query I had was answered promptly
Ann Bruton
Without their help I would not have been awarded my allowance. So professional in there work and very helpful. Great service
Francis Kinsella
extremely professional .
Joan Naden
Fabulous service
Raymond Nield
I would certainly recommend Jonathan Owen. Their service has been outstanding. Cannot fault them. Such great help filling out the forms, and I was given plenty of advice.
Ernest Claude Moore
What a lovely lady that helped me through the paper work I would recommend your firm to any one thanks agin
Derek bromwell
Very pleased with the help with forms. Very helpful professional staff.Thank you for all your help and guidance.
Derek Knight
Absolutely marvellous
Jennifer Slowley-Berry

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