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