Welcome to Phillips & Co

Thank you for choosing us as your trusted accounting partner. We are dedicated to providing expert, clear financial guidance. The first step is to complete our secure onboarding form below, which allows us to formally welcome you as a client.

Our Onboarding Process

Our simple onboarding process is designed to get your account set up securely and efficiently. Please follow the three steps below to begin our partnership.

Your Information

Please complete the secure form below, providing as much detail as possible. This is the essential first step, allowing us to create your unique client profile accurately.

Identity Verification

Once the form is completed and  submitted, we use your data to conduct legally required identity checks, ensuring we fully comply with anti-money laundering regulations.

Official Engagement

With verification complete, we can formally begin our partnership with you and start managing your accounting and tax needs with the diligence you deserve.

Client Onboarding Form

The information requested in this form is a required part of our client engagement procedure. It enables us to carry out the necessary identity checks and formally establish your account with our firm in compliance with UK regulations. Please complete all fields accurately. We look forward to our professional partnership.

Are you currently registered for Self-Assessment?

Do you or your partner receive Child Benefit?

If Yes to Child Benefit - Between you and your partner, who is the higher earner?

Services Engaged: (Please check the primary services agreed in your Engagement Letter)

Do you currently use accounting software?

If Yes, which software?

Is your business registered for VAT? (If applicable)

Have you/your business sold any chargeable assets recently? (e.g., Property, Shares, Crypto)

Confirmation & Privacy Consent

Phone

Email

Address