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 extremely helpful and was able to explain things easily in layman's terms. Deadlines were adhered to and Richard's friendly, approachable nature made the whole process very smooth. Will definitely use him again.
Michelle
January 16, 2024Richard did an exceptional job organising probate after our mother died in June. Throughout the entire process he was diligent, persistent, and consistently communicative. He made sure every detail was handled with care and professionalism, keeping us updated at every step and ensuring nothing fell through the cracks. His support made a difficult time much easier for my brother and me, and we’re truly grateful for his hard work and dedication. Highly recommended.
Leon
November 26, 2025Had a great chat with Richard. His knowledge, expertise and the way he explains things is something which I have never seen with other people in the Finance space. He is a fountain of knowledge, and great all round person to talk to. Highly, highly recommend.
Jay
May 10, 2025 -
I contacted Richard to help me write a will on a very short time scale. He was incredibly helpful and accommodating. He answered all my questions and made the whole process simple and efficient. I would highly recommend The Finance Zone.
Amy
August 5, 2023Richard and the Financial Zone are the go to for anything related to finance. Pensions, mortgages, home care planning, estate planning and will planning. With over 35 years in the business there is no one better than these people. I could only recommend Richard Smith or The Finance Zone as the best you can get. A great guy with great knowledge, totally reliable and professional.
John
January 16, 2024Richard 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, 2023 -
Richard was recommended to us by a friend and did an excellent job, keeping us well informed and provided all the advice we needed. We would not hesitate in using his services again.
Martin
April 1, 2025Richard has been so helpful applying for Grant of Probate for my elderly friend who died
Sue
December 20, 2024Thankyou Richard for your help with probate. First class service, would highly recommend. All completed within one month.
Rhonda
September 16, 2025
Telephone No.07740776226