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
Abbie Morgan
Application Assistant

Other Staff

Megan Bishop
Team Manager
Gemma Jenkins
Estate Planning
Erin Pearce
Data Manager

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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Fantastic company, very polite and friendly and good communication.Got me my Attendance Allowance.I highly recommend this company.Thank you
Colin Prince
Very attentive and helpful team. Took me through the process making it easy to apply. Thank you.
Olga Egorova Street
I hate filling forms. Jonathan Owen saved me from the drudgery. Their professional took me through the form and smoothened the process of filling in the items over phone in a seamless manner without causing any strain. I get fatigued easily but did not feel so as the process progressed. I had put off the application dreading the process and for fear of rejection. I am glad the entire process has resulted in a successful end and I am thankful to Jonathan Owen.
Ravichandhira Rao
I found them very professional from start to finish to the point of a successful result. I fully recommend them.
Graham Hall
Jonathan Owen were very impressive with their professional approach in the service they provided. A pleasure to deal with them.
Elizabeth Evans
I was very pleased with the help i received from Jonathan Owen in completing my application process, a first class service.
David Jones
I was most impressed with the excellent service I received from the Staff at Jonathan Owen. They were very professional and extremely helpful, which has resulted in my application being successful. I would recommend them 100%.
Madeleine Renyard
Jonathan Owen provided worthy assistance in processing my Attendance Allowance application & had successful outcome. Thank-you.
George Murdoch

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