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 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 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, 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 -
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 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 did my dad's probate took all the stress out of it took less than 4 weeks thanks again Richard
Stephen
September 30, 2024 -
Richard 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, 2024Can't speak highly enough of Richard or recommend him enough. His handling of my mother's estate was efficient, professional, and courteous throughout. Probate was granted in the estimated date and this is thanks to Richard's expertise and foresight. I would not hesitate to deal with him again, though I also hope that isn't for a long time. Thanks again!
Dylan
November 27, 2025We found Richard Smith to be a very kindly informative chap with a super personality; happy and totally trustworthy. Would highly recommend. Maggie,Roger and Katie Heath
Katie
August 30, 2023
Telephone No.07740776226