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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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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
Great service. Very friendly and seem sincere in helping clients. Would not have applied for AA on my one £600 a very good investment
Donald Twigg
Excellent advice and guidance in filling in my form with friendly and knowledgeable advisors
Phyllis Walmsley
Outstanding company, unsurpassed
David Bryce

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