Professional Financial Consultancy For Personal and Business
Your Current Advisers Have Led You To Here.
If your personal and business finances are perfect. Then I am pleased for you. Keep doing what you are doing. If not then schedule a call.
Probate.
I provide a done with you probate service. That offers fixed costs with no surprises. It’s also the quickest service you’ll ever use. Probate Service
Small Business and Personal Money Advice
Quite simply your small business and your personal finances are tied together. If for any reason your money or business is not working for you. Get in touch.
Care Fees Planning
Care fees and elderly care specialist. Before you make the call to anyone, make sure you know what your options are. Independent and impartial guidance for you and your family. More information.
Here are some of things my existing clients have said. All of these independent reviews are available on our Google Business Listing.
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Richard was recommended by a friend. He did a brilliant job helped with all the paperwork/forms and gave good advice. Richard kept me up to date with everything until complete & followed up with a call after. I would highly recommend him.
linda
December 5, 2023I have just had a phone consultation with Richard and I am delighted to give him 5 stars for his huge amount of knowledge, and his understanding of my bespoke situation and needs.
Susan
October 20, 2024Richard from the Finance Zone has been a godsend and has provide myself and my family invaluable financial advice for years and more recently advice with care home fees. His advice was 'spot on'. I cannot say enough gratitude I am to Richard for his help and advice and thoroughly recommend his services.
Adrian
January 11, 2024 -
Richard did my dad's probate took all the stress out of it took less than 4 weeks thanks again Richard
Stephen
September 30, 2024Richard was very caring and knowledgeable. He provided a very efficient service around obtaining probate. He kept me updated throughout and probate was granted within 4 weeks. I would certainly recommend him. Thank you Richard
Caroline
June 7, 2025Thankyou Richard for your help with probate. First class service, would highly recommend. All completed within one month.
Rhonda
September 16, 2025 -
Richard Smith, The Finance Zone - Probate Application Service, the best thing you can do for yourself, to work through a challenging time. Richard assisted me through my families grant of probate application. I was tempted to tackle the application myself, but I am so glad I didn't. Richard was able to successful gain the grant of probate within an incredibly short time frame. We were advised a 12 week turn around on receipt of application, but I think it was granted within 2 days, due to Richards expertise in packaging up the correct information, in a format agreeable to the probate office. Throughout our dealings, Richard has been a fountain of useful knowledge for all things around the family finances, challenges with civil organisations and administrative tasks following our family bereavement. One of my favourite quotes from Warren Buffett; 'Price is what you pay, value is what you get', well, Richards' service is extremely great value for money. I will be engaging with Richard on future financial matters for sure. Thank you again Richard.
Ashley
February 10, 2026Richard has been an invaluable support in managing my late mother's affairs since her passing last year. His promptness in responding to inquiries and his vast expert knowledge have made a challenging time much easier for me. Whether he was getting probate granted, submitting Inheritance Tax documents or negotiating with the Revenue Office, I knew that my mother's affairs were in very safe hands. In turn, this allowed me to focus on my family and other administrative tasks. I highly recommend Richard for anyone needing reliable accounting assistance, under whichever circumstance.
Reece
October 8, 2024A complete expert. Nothing is too much trouble and he has sorted out my divorce by advising my solicitor to ensure I had a brilliant deal enabling me to be financially independent and secure my future. I have used him to challenge state pension underpayment and ensuring I have a good savings rate.
Ann
August 5, 2023
Telephone No.07740776226