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Will Trusts
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Secure your
family's future,
by planning for yours






Make sure your loved ones inherit

Talking about what happens after death isn't usually someone's preferred topic, but it's an important one that can mould the future for your loved ones. Planning what happens when you pass away can safeguard the capital you pass down, as well as protecting the family you leave behind from unnecessary costs.

As an experienced Financial Planner with more than a decade of experience, Jonathan Owen and his 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 Attorney, Family Protection Trusts, and preparing for their final journey with Funeral Plans, taking the burden away from their loved ones.

With a team spread across the UK (including South Wales, Gloucester, Swindon, Bath, Bristol, Taunton, Exeter, Torquay, Plymouth, Cornwall and beyond), it's easy and convenient to arrange a personal consultation.

Take the first step to securing yours and your family's future; book a free consultation with Jonathan Owen to plan the next step in your journey.

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Expert Family Planning
Jonathan Owen - Independent Estate Planning

About Jonathan Owen

A University of Bedfordshire graduate, Jonathan has dedicated the last 10 years of his career to Will Writing and Estate Planning, during which time he became an affiliate member The Society of Will Writers, however Jonathan is now a Full Member. He started working with a large national Estate Planning company, supporting their clients for a number of years, before adjusting his career path and becoming independent around five years ago.

Husband to Rachel and father to two boys, Jac and Tomos, his passion and focus when he's not working is family. When he's not with them, he's contributing to an impressive sports career; he's previously played semi-professional rugby, represented his country in Tennis, and competed for the European Team Trophy in Golf.

Jonathan's relentless commitment to his clients is what makes him stand out. He believes in offering a personal, flexible service that is based around doing right by people, not profit.

Jonathan Owen is a member of the Society of Will Writers.
Planning Your Future Ltd T/A Jonathan Owen IEP
Regus House, Falcon Drive, Cardiff, CF10 4RU

0800 3688596

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Expert Family Protection Trusts

Jonathan Owen IEP
is a member of the Society of Will Writers