Meet the Team

We are a team of dedicated professionals, ready to do what ever it takes to make your business grow

Anita Cocks

Anita Cocks

BA FIAB FIAAP

DIRECTOR

Experienced Practice Manager with a demonstrated history of working in the management consulting industry. Skilled in Negotiation, Business Development, Accounting, Customer Satisfaction, and Leadership. Strong accounting professional with a Bachelor of Arts (B.A.) focused in Taxation and Revenue Law from Bournemouth University.

Andrew Shinn

Andrew Shinn

AAT Apprentice

Andrew is currently completing his level 2 AAT professional course as a distance learner at Avado Learning, whilst receiving the continual support from the team at Tax and Financial. Andrew has been working for us since the 1st April 2018. He has chosen to take a job in accountancy & tax with the view to gain qualifications in the industry to improve his skills.

With a strong aptitude in IT and Accounting he is able to provide the online support to all our clients software queries, meaning they can get the answers they need within 24 hours.

Please do not hesitate to contact him at admin@taxandfinancial.co.uk, or alternatively you can call on 01392 692 192.

Professional Memberships

Fellowship membership has been awarded with the following:

Tax and Financial Solutions Limited are authorised and regulated by the Financial Conduct Authority. The firm reference number is 813324. You can check the FCA register by visiting www.fca.org.ukor by calling the FCA directly on 03005 00 80 82

Tax and Financial Solutions Limited act as a credit broker and not a lender. Tax and Financial Solutions Limited work with a panel of lenders to help fund your asset.  The finance providers may carry out a credit check on you, or your company, this could affect your credit score. Tax and Financial Solutions Limited may receive a commission payment, or other benefit from the finance provider should you enter into an agreement with them.

Tax and Financial Solutions Limited are registered in England & Wales:

Tax and Financial Solutions Limited (10521395) The registered address is:

Unit 3 The Space Place, Alphin Brook Road, Marsh Barton, Exeter, EX2 8RG.

VAT registration: 260 987 472

Tax and Financial Solutions Limited are registered with the Information Commissioners Office, ZA239403.

All telephone calls will be recorded for training and monitoring purposes.

BVRLA code of practice and guidelines http://www.bvrla.co.uk/policy/bvrla-codes-conduct

COMPANY VALUES

Innovative

We work one step ahead predicting issues before they arise, seeking out new opportunities and innovative ways of working to benefit our clients.

Professionalism

Our clients are at the heart of everything we do. We strive to build long lasting relationships and ensure all decisions begin and end with the best interests of our clients.

Integrity

We are individually and collectively accountable for our own actions and take pride in our work, acting with integrity and respect at every stage.

Honesty

We build strong partnerships and deliver the best results through honesty and trust

Ambitious

We are always hungry for knowledge and to make connections. We work to fulfil our ambitions and help clients to succeed in their aspirations.

Passionate

Above all we are passionate about the people we work with, the areas we work in and the work that we do.

Can you afford a tax investigation by HMRC?

Protect yourself

At Tax & Financial we work hard to provide you with the best possible advice and straits to make tax less taxing. We understand that tax is a small word with big implications.

An HMRC enquiry can be daunting and if you are selected for an investigation we can help you through the process

For your peace of mind, to avoid potential unexpected expenses arising from a possible tax or VAT enquiry, we can now offer you a solution – Tax & VAT Enquiry Fee Protection Service.

Just as you take out products to protect against the eventuality of a possible motoring accident or potential damage to the contents of your home or business, this Service protects you from the costs that arise in dealing with your HMRC enquiry.

Tax and Financial has arranged comprehensive insurance cover which includes zero policy excess along with complimentary access to Employment Law and Commercial Health and Safety advice lines. Enclosed are full details which should answer any questions you may have about tax enquiries, the insurance cover and benefits.