+44 (1244) 220-062

Welcome to Phillips & Co Accountants

Thank you for choosing Phillips & Co as your trusted accountants in Chester.
We’re dedicated to providing expert, straightforward financial guidance for your business or personal needs. To get started, please complete our secure onboarding form below—so we can welcome you and set up your account quickly.

Our Simple Onboarding Process

Setting up with Phillips & Co Accountants in Chester is quick, secure, and compliant. Just follow these three steps to get started:

Your Information

Fill out the secure form below with your details. This helps us create your personalised client profile accurately and efficiently.

Identity Verification

We’ll use your information to carry out the required ID checks—keeping your data safe and ensuring full AML (anti-money laundering) compliance.

Official Engagement

Once checks are complete, we’ll formally welcome you as a client and begin managing your accounting and tax affairs with expert care.

Client Onboarding Form

Please complete the form below—this is a required step for us to set up your account and meet UK compliance standards. Your information enables us to carry out secure identity checks and formally welcome you as a Phillips & Co client.

All details are kept strictly confidential. We look forward to supporting your accounting needs.

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