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.

What our customers say

I can highly recommend Jonathon for the friendly and professional way he helped my wife and i in setting up our Wills and Property Trust. Also i must mention Gemma the office manager who also impressed us by being so friendly and efficient. A seriously great service which has given us peace of mind.

Robert

Jonathan Owen, absolutely brilliant, the lady who helped me with the attendance allowance form was second to none, can't praise the team enough, no way could I have filled the forms out without the teams help and kept me informed throughout. Excellent service and highly recommended, don't wait phone them and you won't regret it. Thanks again Jonathan Owen.

David Southworth

I found the whole experience so easy thanks to the lady who helped me with the questions on the forms, in such a restful way. 10 out of 10

Richard Mundy

Great, a bit dubious at first. But really pleased I was awarded Attendance Allowance, probably would not have got it with out your help.

Peter baume

Heather , who helped me fill in the form and guided me through the questions was very helpful and pleasant to deal with. Through her assistance I was awarded the higher rate of attendance allowance. I had applied before and had my application refused . I would thoroughly recommend this company.

Keith king

The lady that helped me & my wife fill in the forms for Assistance Allowance was on the phone for nearly four hours with us, she was polite very professional and at times a sense of humour. When the forms arrived for us to sign we both said that we could not have filled the forms out with that amount of information on them,forms sent to DWP ,4wks later we was awarded AA payment. Jonathan Owen are a great team & we would recommend them and we have .

Steve Armatage

I was extremely pleased with the help I received from Jonathan Owen Wills & Trust. I'm sure I would have struggled to complete the application forms applying for Attendance Allowance. Your advisor was very pleasant and helpful. She made it seem so simple to complete the application forms. Thank you very much for your help. I would be only too pleased to recommend your company to anyone.Alan Goddard.

Alan Goddard

I found the service that I received excellent,and in future will recommend them

Peter lucas

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