Business Details
Trusted Accountants in Neston
Phillip Bates and our predecessor firms have been delivering professional, friendly, and approachable accounting services for over a century. Based in Neston, we serve a diverse clientele ranging from small businesses to large enterprises across the UK. Our dedicated team provides hassle-free solutions for all accounting needs, including company start-up, annual accounts, and tax returns. Beyond traditional auditing, accounting, and tax services, we specialise in strategic guidance to help businesses expand and grow. With expertise in business planning, budgeting, cash flow forecasting, and financial retirement planning, we offer tailored advice to meet individual client requirements. Our team's extensive experience ensures clients receive up-to-date, relevant, and beneficial advice.We pride ourselves on flexibility, allowing clients to determine the level of involvement we provide. Our Chartered Accountants status and sister company's Chartered Financial Planners designation enable us to deliver comprehensive, high-quality advice to clients in Cheshire, Merseyside, North Wales, and nationwide. We work with businesses at every stage, from start-ups to established enterprises considering sales, ensuring they maximise financial opportunities. Our commitment to personalised service and over 100 years of combined expertise positions us as trusted advisors for businesses seeking sustainable growth.
Services
Business Planning
Bookkeeping
Tax Services
Payroll Management
Company Formation
Financial Planning
VAT Advisory
Succession Planning
Audit Services
Trusts and Estates
Highlights and features
- Over 100 years of combined experience in accounting and financial planning
- Personalised service tailored to individual business needs
- Comprehensive advice covering tax, payroll, and business growth strategies
- Chartered Accountants and Financial Planners delivering expert guidance
- Flexible involvement tailored to client preferences
Associations and certifications
- Chartered Accountants
- Chartered Financial Planners
What people say
Expert knowledge
Personalised approach
Strategic guidance
Reliable service
Long-term support
Services
Business Planning
Our business planning services help clients develop actionable strategies for growth and sustainability. We analyse financial data, market trends, and operational goals to create tailored roadmaps. Clients benefit from expert guidance in aligning resources with long-term objectives.
Bookkeeping
We provide accurate and up-to-date bookkeeping solutions to maintain clear financial records. Services include transaction recording, ledger management, and financial reporting. Our systems ensure compliance with regulatory requirements while providing real-time insights into business performance.
Tax Services
Our tax specialists offer comprehensive advisory and compliance services for individuals and businesses. We optimise tax positions through legitimate planning strategies while ensuring adherence to HMRC regulations. Services include income tax, corporation tax, and VAT management.
Payroll Management
We handle end-to-end payroll processing, including salary calculations, tax deductions, and regulatory filings. Our systems ensure timely and accurate payments while maintaining compliance with employment legislation and reporting requirements.
Company Formation
We assist entrepreneurs in establishing new businesses with comprehensive company formation services. This includes company registration, preparation of statutory documents, and advisory on legal structures. Clients receive ongoing support for start-up accounting and tax obligations.
People
Phil Bates
Principal
With over 30 years of experience, Phil leads the firm's strategic direction. He specialises in business growth strategies and tax-efficient structuring for SMEs across various industries.
Jan Jones
Client Service Manager
Jan oversees client relationships and service delivery. Her expertise in accounting standards and regulatory compliance ensures clients receive accurate, timely financial reporting and advisory services.
Paul McFarlane
Client Service Manager
Paul manages a portfolio of business clients, providing tailored financial solutions. He focuses on helping growing companies optimise their financial operations and tax positions.
Alan Mellor
Financial Planner
Alan specialises in personal financial planning and retirement strategies. He works closely with individuals to create bespoke plans that align with their long-term financial goals.
Trish Brew
Personal and Estate Tax Specialist
Trish provides expert advice on personal tax matters and estate planning. Her knowledge of inheritance tax regulations helps clients preserve wealth for future generations.
Questions
What accounting services do you offer for start-up businesses?
We provide comprehensive start-up support including company formation, business planning, cash flow forecasting, and tax registration services tailored to new ventures.
How can your firm help established businesses grow?
We offer strategic business planning, acquisition/sale advisory, succession planning, and financial optimisation services to help established businesses expand sustainably.
Do you provide both business and personal financial services?
Yes, we offer business accounting services alongside personal financial planning, tax advisory, and estate planning solutions through our Chartered Financial Planners.
What areas do you cover beyond Neston?
While based in Neston, we serve clients across Cheshire, Merseyside, North Wales, and throughout the UK with both in-person and remote services.
How do you ensure compliance with tax regulations?
Our Chartered Accountants provide ongoing tax advisory services, regular compliance checks, and proactive updates on regulatory changes affecting businesses and individuals.
Can you assist with payroll and VAT management?
Yes, we offer complete payroll processing services and VAT advisory, including return preparation, cash accounting scheme implementation, and HMRC compliance support.
