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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Don't complete the 36 page application yourself. It will be very hard graft. Let Jonathan Owen do it - their £6oo fee will be worth it.
Trevor Crago
Great service and a perfect outcome to help with my daily needs. Professional, friendly and supportive from start to finish. Would not hesitate to recommend them, definitely deserve the 5 stars I've given them. Thank you all
Graham Taylor
Outstanding service with friendly and helpful staff. Could not fault them in any shape or form.Made my application for attendance allowance stress free.
Gary humble
Wow what a GREAT company to to deal with very pleasant people to speak with and Fantastic Service would not Hesitate to recommend to anybody wanting HELP
David Gibson
Absolute superb service, all personnels polite, efficient and complete pleasure to deal with.i would highly recommendJohnathan Owen.
John V.Grant
Thank you Jonathan Owen,what a service you provide.From Gemma on switch to Bobbi who dealt with my claim,you’ve been extremely helpful,friendly and above all,very professional.Once again,thank you.
Edward Collier
Jonathan Owen had previously help my husband to make a claim, so I had no hesitation in asking them to help with mine. From the initial telephone conversation they were very polite and professional, explaining what information they would need for my application. I received a decision very quickly.
Jane B
Jonathan Owen are an outstanding service provider.Professional but very friendly and extremely helpful.I would highly recommend this company to family and friends.
W Reeves

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