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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I didn’t know i was entitled to this benefit but Jonathan Owen filled out the application form and i was successful i would highly recommend these people very helpful and professional and kept in touch regularly.
William Taylor
A fast efficient service which I would recommend to all
Julie Ellins
Great to deal with from start to finishCould not recommend more highly
Mike Crewdson
Phone call from Summer was very welcome, my husband died in February and to know I still have your support should I need it was so reassuring.
Lynda Saw
Since they started my application they had already riassured me for the success of the matter, all went smooth and this has demonstrated how professional they are. I recommend them 100%. Thank you very much.
Calogero Fiumicelli
I did not do anything.my only contribution was a phone call.jonathon Owen did the rest.cannot believe it. Claim granted.many thanks.F.D.R.
Frederick Russell
Jonathan Owen, dealt with our will & Lasting Power of Attorney. They made it a smooth process for us. Couldnt recommend them any higher.
Jeanette Dentith-Barnard
So much friendly and efficient help, application sent by Jonathan Owen the same day I gave them required information. First payment received less than four weeks later. Can not speak highly enough of this company, thank you very much
Clive Tomkins

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