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 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, 2024Richard 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, 2024 -
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, 2025Good financial advice explained in a clear and understandable way. A very knowledgeable and professional service. Would definitely recommend.
C
August 7, 2023I 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 -
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 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 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
Telephone No.07740776226