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.
-
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, 2023Had 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 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, 2026 -
This 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, 2024Can't speak highly enough of Richard or recommend him enough. His handling of my mother's estate was efficient, professional, and courteous throughout. Probate was granted in the estimated date and this is thanks to Richard's expertise and foresight. I would not hesitate to deal with him again, though I also hope that isn't for a long time. Thanks again!
Dylan
November 27, 2025A complete expert. Nothing is too much trouble and he has sorted out my divorce by advising my solicitor to ensure I had a brilliant deal enabling me to be financially independent and secure my future. I have used him to challenge state pension underpayment and ensuring I have a good savings rate.
Ann
August 5, 2023 -
We 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 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, 2024Good financial advice explained in a clear and understandable way. A very knowledgeable and professional service. Would definitely recommend.
C
August 7, 2023
Telephone No.07740776226