Optima Financial Solutions

Founded in 2006, Optima Financial Solutions is a recognized and trusted professional firm specializing in business advice and accounting services. Based in Swindon, our team of experienced accountants and business consultants have helped countless clients achieve financial success and navigate the complexities of the ever-changing business landscape.

Our Mission

Our mission is to empower entrepreneurs and SMEs to maximize their profitability, minimize their tax burden, and achieve their financial goals. We achieve this through:

• Personalized attention: We take the time to understand your unique needs and goals, ensuring that our recommendations are tailored to your specific circumstances.
• Expertise in accounting and taxation: Our highly skilled team possesses deep knowledge and experience in accounting practices, taxation strategies, and financial planning.
• Proactive and personalized approach: We go beyond simply reacting to your financial situation. We actively collaborate with you to identify areas for improvement and implement strategic solutions.

Business Services

• Audit: Comprehensive statutory and internal audits ensuring compliance and identifying opportunities for improvement.
• Bookkeeping & Accounting: Efficient and accurate bookkeeping services coupled with regular financial statements to track your business performance.
• Business Planning: Strategic planning services to define your vision, set goals, and achieve sustainable success.
• Corporate Tax Planning: Tailored strategies to minimize your tax burden and maximize your profitability.
• Payroll Management: Seamless and reliable payroll processing, relieving you of the burden of managing employee compensation.

Personal Services

• Retirement Planning: Comprehensive strategies to ensure financial security in your golden years.
• Audit: Asses your financial situation and identify potential tax savings.

Specialist Services

• Tax planning for high-net-worth individuals: Specialized guidance for optimizing your wealth and financial security.
• Business valuation: Accurate valuations for mergers and acquisitions or succession planning.

We believe in

• Building strong relationships with our clients based on trust and open communication.
• Empowering our clients through clear explanations and collaborative problem-solving.
• Delivering exceptional value through our expertise and personalized approach.