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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Thank 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, 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, 2024Richard from the Finance Zone has been a godsend and has provide myself and my family invaluable financial advice for years and more recently advice with care home fees. His advice was 'spot on'. I cannot say enough gratitude I am to Richard for his help and advice and thoroughly recommend his services.
Adrian
January 11, 2024 -
Can'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, 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, 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, 2024 -
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, 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
Telephone No.07740776226