Jonathan Owen IEP
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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THIS TEAM WAS VERY PROFESSIONAL FROM START TO FINISH SO GRATEFUL FOR AN EXCELLENT RESULT.
LINDA PRICE
Keiran was more than helpful when I applied for Attendance Allowance. I could never have managed the form on my own. I got a reply from Attendance Allowance within 8 weeks
Pauline Hoare
Over the last few years, people told me i should apply for AA. I alway thought it would be too complicated.I made initial contact to understand what they could do for me and i was so impressed in the way i as being treated, that i decided to use their services to make a claim.Everything was explained and apart from answering quite a few questions, everything else was done for me. .... very happy to recommend them.
Barry Ward
First class service from Jonathan Owen, friendly and professional,highly recommended,thankyou.
steve shufflebotham
Excellent service very professional taking you through all the steps and details with advice given perfectly also the contact with Jonathan was superb. Great service and thank you would highly recommend.
George Morrison
Keiran was more than helpful in helping me complete the Attendance Allowance form which was a great relief as I don't think I could have done it on my own
Pauline Hoare
Excellent service , great help with filling in the forms and got the attendance allowance within weeks . Very pleased .
Rita
Meghan filled my forms in for me, she was very nice and helpful.I'm yet to receive to send of to DWP but I will leave another review when I DO
Joanne
See all reviews - Jonathan Owen IEP

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