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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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Five stars is not really enough for the service Jonathan Owen provides. What they have achieved in helping me and my wife move forward in this forever inflationary driven world, is just beyond belief. I recommend their service to anyone with a severe disabilities just to give it a go.I know I tried it on my own 3 years ago to claim Attendance Allowance, to no avail. I'm sure a lot of other people have done the same. In just 3 week funds were being deposited into my account from DWP for A A. Using Jonathan Owens guidance and expertise.
Raymond Forshaw
Used to apply for AA. Easily done by telephone to a very reassuring member of the team. Promptly recieved the paperwork to submit to DWP. Succesfull application.
BARRY GROVES
Excellent company so helpful thank you
Mrs waters
I am very pleased with the support I received from the Jonathan Owen team. They were very prompt in responding to phone messages and liaising with my daughter, made things a lot easier for my wife and The lady who went through the claim form with us was extremely kind and patient. We are very grateful for the excellent service we received. Thank you for all your support.
Victor McPherson
I am very pleased with the support I received from the Jonathan Owen team. They were happy to liaise with my daughter, which made life so much easier for her. The lady who went through the claim form with my daughter and I was extremely kind and patient. Thank you for all your support.
Florence McPherson
Professional help understanding, helpful and friendly with going through the process. Many thanks to you all.
Valerie Rushton
Prompt action in progressing my claim which saved me a lot of time.Thanks to Bobbi in guiding me along the way in gaining a successful conclusion. Well worth them taking the stress and good value for money.
James G G Wood
Very helpful staff team who guided me through the whole process without any pressure which led to a successful outcome.
Helen Turnbull

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