Phone CALL FREE 0800 3688596

Downloads

Below you will find a list of useful downloads in PDF format that we have created and made available to help you.

Please click on each one to open each document.

PDF icon5 Good Reasons to Make a Will PDF iconChoosing a Guardian PDF iconDiscretionary Trust PDF iconEstate Planning For Business Owners PDF iconFLIT PDF iconHow to Review your Will checklist PDF iconI'm an Executor what do I do PDF iconIntestacy PDF iconLPA Business Owners PDF iconLasting Power of Attorney PDF iconProtective Property Trust PDF iconTax Overview DT PDF iconTax Overview FLIT PDF iconTax Overview PPT PDF iconTax Overview VPT PDF iconTrustees Guide PDF iconVulnerable Person Trust
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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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Thank you so much for submitting the application for assistance allowance , it was done in a very professional way , it will make a big deference to me .Thanks again
Margaret Anne hannah
This company is professional, caring and kind, a pleasure to deal with.I would divinity recommend this company and already haveThank you
Susan Oaten
Thank you so much for all your help. I would give this company the maximum stars.They were so helpful.
Carol Howard
Highly professional and attentive service from everyone I dealt with from Jonathan Owen. Very pleasing and totally successful result within 4 weeks. Well done to you all.
Keith Augur
I would like to thank Ebony and the team so much for the excellent service they provided, they were very professional and a pleasure to deal with and would definitely recommend anyone to use Jonathan Owen.
A young
Great service and perfect outcome to help with my daily needs. Professional from start to finish. Would not hesitate to recommend them.
Robert Lee
Having viewed the Attendance Allowance form online it just overwhelmed me and I knew I just couldn't do it. Saw Jonathan Owen's advert on Facebook and decided to instruct them to complete the form for me. I have been awarded the Allowance so many thanks to Tamara and the team. I wouldn't hesitate to recommend them.
J. Coles
Very impressed with the service and professionalism by Ebony in completing the forms, I would highly recommend and in fact I did refer a friend of mine to yourselves who I hope will be successful in his application, thanks very much .
Charles Gotfrey
See all reviews - Jonathan Owen IEP

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