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 has been so helpful applying for Grant of Probate for my elderly friend who died
Sue
December 20, 2024Thankyou Richard for your help with probate. First class service, would highly recommend. All completed within one month.
Rhonda
September 16, 2025Richard 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, 2023 -
Richard 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, 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, 2024Richard 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, 2024 -
Richard 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, 2024Richard did an exceptional job organising probate after our mother died in June. Throughout the entire process he was diligent, persistent, and consistently communicative. He made sure every detail was handled with care and professionalism, keeping us updated at every step and ensuring nothing fell through the cracks. His support made a difficult time much easier for my brother and me, and we’re truly grateful for his hard work and dedication. Highly recommended.
Leon
November 26, 2025I 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, 2024
Telephone No.07740776226