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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I 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, 2023Richard 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 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 -
Good financial advice explained in a clear and understandable way. A very knowledgeable and professional service. Would definitely recommend.
C
August 7, 2023Richard 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 my dad's probate took all the stress out of it took less than 4 weeks thanks again Richard
Stephen
September 30, 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 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, 2024I 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