arcustax
About Us
Arcus Taxation Accountants was established in 2000 by Andrew Cross to provide individuals with local personal taxation advice tailored to their needs. We formed an association with Mill Lane Asset Management in 2010 and formed the financial planning side of the business.
The two businesses together aim to provide holistic financial planning and personal taxation services to individuals. The ethos of his business is focused on "being able to help clients plan their financial affairs and goals in the most efficient and independent manner possible". The two sides of the business complement each other.
Meet the team
Andrew Cross
Our Principal Andrew Cross CTA Dip PFS is a member of the Chartered Institute of Taxation and a member of the Personal Finance Society.
He commenced his career in Taxation in 1990 before qualifying as a Chartered Taxation Adviser in 1996. This means he has many years experience of advising clients on a variety of personal taxation issues whilst also being able to understand the opposing views of the Inland Revenue.
He commenced he career in Financial Services and qualified as an Independent Financial Adviser in 1996 and has became a member of the Personal Finance Society.
Andy says his passion for tax is about "helping individuals pay less tax and working with people who are scared of and therefore don't communicate with HM Revenue & Customs and get themselves into difficulties". He has seen many people throughout his career who "become out of control with their finances, and although earn a good standard of living during employment their finances are unplanned and have no provision for any income or money in retirement".
Nicola Cross
Our Business Development Manager Nicola Cross has worked for the firm since 2005. She is responsible for marketing and website developments.
"This is a very exciting time for us, we are reshaping our business and moving away from the traditional image of Accountancy. We are focusing our efforts of being the local brand for personal taxation specialists. We are developing the business to offer holistic financial planning and taxation services, as we believe the two sides compliment each other". Nicola says "we are in business to help clients achieve their personal financial goals through the businesses new financial planning firm".
She says she believes "a number of people have little or no thoughts on their retirement exit plan. Knowing little about when they wish to retire, or the financial implications of retirement. We tend only to consider retirement in our 50's, when the options are vastly reduced".
Joanna Dunlop
Our PA Joanna Dunlop has recently joined the firm and is responsible for running the day to day administration of the office.
Jo has many years experience working as a successful PA in the UK and has just returned from 5 years working in Dubai.
She feels "we have an exciting time ahead introducing Mill Lane Asset Management (Rutland) to Oakham and local people, whilst continuing to grow the Personal Taxation business".
Malcolm Watson
Our Book Keeper Malcolm Watson has many years experience in Bookkeeping & Accounts. He has worked with us for almost 3 years and works with a number of clients and small businesses generating monthly and yearly accounts.
Price Promise
All our work is done on a fixed fee basis. We will give you a quote before any work in undertaken, so you know how much everything will cost in advance. We have built a solid reputation for providing excellent customer service whilst saving clients money at the fraction of the cost of some of the larger accounting firms. We offer you a free no obligation meeting to discus your personal financial and taxation affairs and we can arrange to meet at our office in the centre of Oakham at a time mutually convenient to you. These informal discussions usually take no more than 30 minutes and it is absolutely free.
Mill Lane Asset Management (Rutland)
Mill Lane Asset Management (Rutland) are authorised and regulated by the Financial Services Authority to provide independent financial advice. We are appointed representatives of Sesame Ltd who are the largest provider of support services to Independent Financial Advisers (IFAs) in the UK.
Sesame is an IFA membership network. We have access to a wealth of financial product and service information, support and advice. It is not tied or affiliated to any company or companies for the advice that it gives. Indeed it is totally independent and matches client requirements to the most appropriate solution from all products from all of the market places.
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