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 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 extremely helpful and was able to explain things easily in layman's terms. Deadlines were adhered to and Richard's friendly, approachable nature made the whole process very smooth. Will definitely use him again.
Michelle
January 16, 2024Richard 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, 2024 -
Richard 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, 2024This 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, 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 -
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 was very caring and knowledgeable. He provided a very efficient service around obtaining probate. He kept me updated throughout and probate was granted within 4 weeks. I would certainly recommend him. Thank you Richard
Caroline
June 7, 2025Had 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, 2025
Telephone No.07740776226