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Accountancy and legal services
for you, your business and your family

Legal Services

The legal team here at Optimum are specialists and experts, so we really know the ins and outs of our area of law: residential and commercial conveyancing, wills and lasting powers of attorney. And because we specialise in these areas, we can focus on the real issues that affect our clients daily: domestic and commercial property sales and purchase, tenancies and leases, equity release, and lasting powers of attorney and wills. We offer the same approach to all our clients: we listen carefully, we use our expertise to come up with the best course of action for you, and we deal with your issue in a professional, responsive manner keeping you informed every step of the way. Talk to us about conveyancing in Swindon, Cheltenham and the surrounding area.

Straightforward legal advice from an experienced law team you can trust.

Meet the legal team

Iain Mason

Head of Legal

Iain is our Head of Legal, overseeing Optimum’s busy legal department, which c

Iain Mason

Head of Legal

Iain is our Head of Legal, overseeing Optimum’s busy legal department, which covers conveyancing, wills and probate.

During his career, Iain has worked with a range of clients across the South West and the UK, from large corporates to individuals and renewable energy providers. He was also part of the legal team working with the Homes and Communities Agency, helping with the regeneration of Swindon’s town centre.

His favourite pastime is skiing (he says it’s the adrenaline rush he loves). He admits he once entered another country without permission – but that’s all he will divulge!

Rebekah Little

Bookkeeper & Legal Cashier

01793538198

Rebekah is our Bookkeeper and Legal Cashier, handling bookkeeping for both our a

Rebekah Little

Bookkeeper & Legal Cashier

Rebekah is our Bookkeeper and Legal Cashier, handling bookkeeping for both our accountancy and legal sides of the business. She began working in finance in 1996, and is AAT qualified.

In her spare time, Rebekah (Bex) enjoys watching her daughter’s football matches, walking the dog, and, when the opportunity arises, relaxing by the beach.

Tara Screen

Chartered Legal Executive

For her role at Optimum, Tara specialises in freehold and leasehold sale and pur

Tara Screen

Chartered Legal Executive

For her role at Optimum, Tara specialises in freehold and leasehold sale and purchase, transfers, re-mortgages, shared ownership and Help to Buy transactions.

Tara has worked in the legal profession for more than 20 years, and successfully completed her Ilex legal qualification while working full-time and running a home.

Tara’s hobbies include reading, walking, listening to music and baking (and eating!) cake. Her claim to fame is sitting a few seats away from Queen’s Brian May during a theatre trip.

Tahlia Binge

Conveyancing Assistant

Tahlia is based with our legal team, helping to prepare quotes for clients and i

Tahlia Binge

Conveyancing Assistant

Tahlia is based with our legal team, helping to prepare quotes for clients and issuing important documentation, such as draft contracts/transfers.

Before joining Optimum, Tahlia was working with an energy company, and most of her career has been spent in administrative roles. She also has bar work experience.

In her spare time, Tahlia enjoys socialising, travel and going to the gym.

Meet the admin team

Tracey Heath

Operations Director

Tracey is Optimum’s Operations Director, who deals with everything from managi

Tracey Heath

Operations Director

Tracey is Optimum’s Operations Director, who deals with everything from managing our client database to making sure we don’t run out of tea and coffee.

She has worked for most of her career in secretarial and admin roles, although briefly ran a pub with her partner but (in her words) “saw sense” and returned to office work.

In her spare time, she enjoys socialising, cycling, going to the gym (she’s run Swindon Half Marathon more than once) and has recently taken up tap-dancing.

Tracey Cacchio

Receptionist

Tracey’s role is to offer a warm welcome to visitors to our Swindon office, an

Tracey Cacchio

Receptionist

Tracey’s role is to offer a warm welcome to visitors to our Swindon office, and answering and directing incoming calls.

Much of Tracey’s career has been in customer service, but her last two roles have been as a receptionist, which she thoroughly enjoys because she likes meeting new people.

In her spare time, Tracey likes nothing more than spending time with the family, eating out and taking holidays.

Tracey’s motto: life is a party to be had!

Debbie Carter

Receptionist

Debbie is one of our two receptionists, giving visitors to our Swindon office a

Debbie Carter

Receptionist

Debbie is one of our two receptionists, giving visitors to our Swindon office a warm welcome, as well as answering and directing incoming calls.

Debbie has a 30 year career as a secretary/PA in the oil and gas industry, but prior to joining Optimum worked in a family-run farm shop, which involved lots of chatting to customers!

In her spare time, Debbie loves gardening, which she finds very relaxing and rewarding (if the pests don’t ruin her hard work). She also enjoys cooking and socialising with friends.

Latest News

Get the industry inside news with our informative articles.


Cheltenham breakfast – 9th April

Come along to our free networking breakfast in Cheltenham on Tuesday 9th April 2024 – the first to be held in the new event space at The Site.

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WASBM 2024 conference

We very much enjoyed attending the WASBM 2024 conference run by the Worcestershire Association of School Business Management.

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Optimum LIVE! – Episode 5 – 2024 Budget ...

Watch Michael, Jon and Iain discuss the Budget here…

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