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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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Could never have filled in forms alone great team and successful outcome
Barbara Levitt
the young lady who helped me fill in the forms was very easy to talk to and understanding.Jordan was also excellent
Michael Reynolds
I could not have filled the lengthy form in without your help. I was so surprised when my first payment came through within 2 weeks for Attendance Allowance. Thank you.
C Jones
Very efficient and helpful in explaining all detail.
B W Harper
Very professional and helpful.
Christopher Topliss
They were friendly and very helpful when I applied for Attendance Allowance,they helped me fill iin the form and I received it within a few weeks.
Sylvia Walton
Excellent advice and service, especially from Kieran and Tim for their help and assistance in obtaining my Assistance Allowance. Not only the help getting it sorted, but the follow up calls. A great service from Jonathan Owen. Thanks.
William Tinsley
Thank you for helping with my attendance Allowance and processing my application many thanks
Adrian Jones

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