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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.

What our customers say

They were so helpful and professional in getting my application submitted on time to a positive outcome. Can't thank you all enough for the assistance and support to make it possible giving me a peace of mind to live again. Continue to be blessed in your humanitarian work. Will forever recommend your services. Thanks

ADEWUNMI Oyetunji

Very professional information and help with my application.Thank you

Anthony Walters

Excellent service; friendly, professional and helpful. Certainly needed that help with the form! Many thanks.

Meriel

You were very considerate of my situation and discerned my needs for help physically at this. Thank you so much. Margaret.

Margaret Morgan

Very kind handling of my situation with insight into my ever-increasing hardships. PRM.

Peter Morgan

Exzcellent service. I would never have gone through the forms without their assistance

Anthony Stacey

Very happy with the friendly, fast and very efficient service from the customer service team. They filled in and filed the forms in a very short space of time, something that I would probably have been very apprehensive doing myself.My application was upheld, and as part of the service they will support any further issues or changes.Many thanks.

John Ramage

Would’nt have been able to complete the transaction without Jonathan Owen trust

Grahame jessop

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