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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I 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, 2025Richard 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, 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 -
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, 2024Thank you Richard for a 5 Star service. We were grateful for Richards, kind, knowledgeable and efficient help with a matter of Probate. We would not hesitate to recommend him.
Lisa
August 26, 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 -
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, 2023We 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, 2023Thankyou Richard for your help with probate. First class service, would highly recommend. All completed within one month.
Rhonda
September 16, 2025
Telephone No.07740776226