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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Jonathan has an informal yet very professional manner. He has the ability to explain any queires you may have in a clear and precise way, plus should you need to contact him, at any time, he will reply to your telephone call, text or email promptly.
Sue Atley
Jonathon was most helpful in assisting us making our Wills and POA. He explains all the different sorts of Wills you can make in a simple, easy to understand manner. He came to our home at a time when it suited us which is very convenient as we both work in the day. He is now assisting other members of my family. I would highly recommend him.
Sandra Gillison
Thank you Jonathan, highly recommended Ronald and Angela Hopes
Ronald Hopes
Jonathan explained all the different options available to enable us to make the right choice. He made it easy for us to understand. He was informal but also professional and put us at ease explaining all our queries. We would highly recommend Jonathan from Roy and Marianne Davies
Marianne Davies
I have no hesitation in recommending Jonathan. He is a very pleasant and genuine person. I urge anyone needing his services to contact with confidence
Rose Harding
Definitely recommend to anyone needing advice and guidance for Power of Attorney and Will writing. Jonathan is very approachable and down to earth and can easily talk you through the jargon to ensure you have the correct paperwork in place for you and your loved ones.
Joy Reynolds
First of all I would like to highly recommended Jonathan for coming to our home to go through things that I never knew before he explained everything to us in great detail. Myself and my husband can’t thank him enough for his good advice which we have taken on board and used his services thank you Jonathan
Delyth Thomas
Jonathan has just helped us do our Wills and Power of Attorney. I highly recommend him, he is so helpful, friendly and very efficient. Advised on many issues we had not even thought of and has certainly given us piece of mind for the future.
Paul Tanner
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