Meet The Team

Meet our dedicated team of specialists, committed to providing a personal and flexible service. We look forward to helping you secure your family's future.

Senior Management

Adam Harris

Senior Management

Rachel Owen

Director / Senior Management

Jonathan Owen

Owner and Founder

After Care

Jordan Gayle

After Care

Kati Evans

After Care

Lauren Thomas

After Care

Louise Sword

After Care

Shea Jones

After Care

Tim Roberts-Lewis

After Care

Applications

Ewan Mudie

Application Assistant

Tom Field

Application Assistant

Summer Williams

Application Assistant

Sioned Warren

Application Assistant

Lauren Lucas

Application Assistant

Kian Griffiths

Application Assistant

Georgia Crimp

Application Assistant

Finlay Martin

Application Assistant

Application Assistant

Other Staff

Megan Bishop

Team Manager

Gemma Jenkins

Estate Planning

Erin Pearce

Data Manager

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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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I had a very positive experience with the Jonathan Owen wills.I really appreciated the professional and compassionate way they handled my case.

Mohammad Puthiyodathel

i would like to thank jonathan owen for there help in my application for attendance allowence i would highly recommend them.

susan baker

I cannot thank Jonathan Owen and the Attendance Allowance team enough for their incredible help. Filling out the Attendance Allowance form felt overwhelming and daunting to tackle on my own, and I honestly wouldn't have been able to complete it without their guidance.The team was unbelievably patient, knowledgeable, and compassionate from start to finish. They walked me through the entire process step-by-step, taking away all the stress and making sure every detail was accurately covered. If you or a loved one are struggling with the application process, I cannot recommend Jonathan Owen’s team highly enough. Truly top-class service!

Colin Butcher

I have various ailments including COPD and heart problems and it was suggested to me that I apply for Attendance Allowance. Faced with a Form which is more like a book I looked for help.As luck would have it Jonathan Owen appeared in an advert.I contacted them and they were extremely helpful taking away all the stress and strain of completing the form. Service was excellent and within a few weeks I had been granted A. A.. The fee was extremely reasonable considering the A A amount I now receive every 4 weeks. Highly recommend their services.

John Albert

First class service from friendly professionally efficient staff. 5 stars.

Stanley Robinson

Excellent and faultless service. Cannot recommend enough.

James Wiseman

Excellent service from start to successful finish.

John Myles

Cannot recommend this company enough. The help given enabled me to claim AA. Well worth it so do not delay contacting them.

Marie Thomas

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Wills Protective Will Property Trust Power of Attorney Attendance Allowance

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