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We’re celebrating five years in business

by Tracey Heath

Published on 23rd October 2022

Our company, which has led the way in modern professional services by combining accountancy and law under one roof, is celebrating five years in business.

Optimum Professional Services was created in 2017, bringing together accountants and lawyers with decades of experience between them.

Based in Swindon, we initially operated from serviced offices. We quickly expanded, and our team are now located in their own building in Stratton.

Expansion has also meant opening a second office, in Cheltenham, and we have taken over a number of smaller accountancy practices.

Our six strong Board comprises Michael Blaken, Tracey Heath, Jon Lacey, Iain Mason, Hannah Matthews and Rob Stokes, heading up a team of more than 25.

Accounts Director Michael said: “We championed the idea of combining accountancy and legal services within one company, to offer a more seamless service to our clients, with ease of access to professionals providing expert, quality advice.”

On the accountancy side, we offer accounting and audit, business and personal tax planning, business planning, bookkeeping and payroll. Our legal team, headed by solicitor Iain Mason, provide expertise in domestic and commercial property conveyancing, as well as wider commercial legal advice to our client base.

Iain said: “Clients appreciate being able to deal with the same company for their professional services. To us, what might be a straightforward question easily answered is something that a client has been struggling with – being able to provide a quick opinion resonates with clients. We have business accountancy clients who we can help with their commercial property moves, or moving home. As a business model, it has worked exceptionally well.”

If you would like to talk to the team about our legal and accountancy services, please get in touch.

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