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.
-
Richard 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, 2025Richard drew up a new will for me after I lost my partner. He dealt with the whole thing quickly and efficiently without causing me any problems or worries. Thank you
Jackie
February 8, 2024Thankyou 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, 2026I would recommend Richard without reservation as he has a comprehensive knowledge of tax returns obtaining probate and instructing financial institutions He will talk you through the processes and do as much or as little as you require for a fixed fee.
Harry
March 25, 2025This is the 2nd time I have used Richard's services, but this time for probate. The service I received was impeccable and swift. His advice was excellent and can not rate Richard highly enough. If there was a 6th star I would have added it.
Adrian
August 8, 2024 -
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 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 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, 2024
Telephone No.07740776226