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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We 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, 2023This 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, 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, 2025 -
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, 2023Richard 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 -
Had 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, 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, 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