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, 2023I have just had a phone consultation with Richard and I am delighted to give him 5 stars for his huge amount of knowledge, and his understanding of my bespoke situation and needs.
Susan
October 20, 2024Richard 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, 2024 -
A 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, 2023Richard did my dad's probate took all the stress out of it took less than 4 weeks thanks again Richard
Stephen
September 30, 2024Richard has been so helpful applying for Grant of Probate for my elderly friend who died
Sue
December 20, 2024 -
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 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, 2025I 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, 2023
Telephone No.07740776226