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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You were very considerate of my situation and discerned my needs for help physically at this. Thank you so much. Margaret.
Margaret Morgan
Very kind handling of my situation with insight into my ever-increasing hardships. PRM.
Peter Morgan
Exzcellent service. I would never have gone through the forms without their assistance
Anthony Stacey
Very happy with the friendly, fast and very efficient service from the customer service team. They filled in and filed the forms in a very short space of time, something that I would probably have been very apprehensive doing myself.My application was upheld, and as part of the service they will support any further issues or changes.Many thanks.
John Ramage
Would’nt have been able to complete the transaction without Jonathan Owen trust
Grahame jessop
Excellent service, thank you Thomas & Shae for all your help. I’m so glad my friend recommended Jonathon Owen to help me successfully apply for Attendance Allowance once again thank you.
Valerie Clark
I used Jonathan Owen to help me apply for Attendance Allowance. In just a few days I received my first payment. Brilliant. First class service.
Norman Dickinson
Great service so helpful. Wouldn't of been able to do it alone. Got first payment three weeks later thank you
Roy

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