Optimise Accountants Reviews 24

We were clients of this firm for around two years. At the start, the service was excellent — particularly from Louise, who was responsive, supportive and professional. I genuinely believed we had finally found a long-term accounting partner.

We proceeded with incorporation and were referred to a specialist company they recommended and fully endorsed. Our Ootimise account manager attended every meeting with that company, and at no stage were any concerns raised about the referral or process.

I spoke to one of the partners who congratulated me and advised a member of their team would contact us how to set up. Rather than a welcome letter we were terminated . I received an unexpected email informing me that they no longer wished to work with us. There was no warning, no conversation, and no attempt to support us through the transition. After repeated requests for clarification, the only explanation given was “business restructuring.”

What I found particularly disappointing was that the partners I had previously trusted and communicated with did not contact us directly. Instead, communication was handed over to a PR representative, which felt evasive and unprofessional — especially after such close involvement up to that point.

This left us without support at a critical moment for our business, despite the fact that they promote themselves as specialists for exactly this type of client.

While the relationship began very positively, the way it ended has unfortunately damaged my confidence in the firm. The only silver lining is that we have now engaged a new accountant whose level of support, clarity and professionalism fully reflects the fees they charge — and we are far bettered served as a result. A firm that will support through thick and thin

Simon provided very quick responses via email. The emails were well written, clear and easy to understand. I would recommend

discovered today that my previous review has disappeared along no doubt with other bad reviews. optimise withdrew their services because I pointed out their error (which they said was due to computer when it was most likely human). this left me in the lurch. fortunately I found a much better (and cheaper) chartered accountant who im still with. I posted a review at that time and got nasty threats of litigation from Simon. these were empty threats but shows the sort of people they are. also at that time his wife who seems to run the show was not a qualified accountant - I recall she was a chartered procurer! they were not a firm of chartered accountants so there was limited address to the professional bodies. they may employ chartered accountants but the firm isnt and still isnt from looking at their website. beware.

REPLY TO REPLY - thanks Simon but everything I said was true and your solicitors threat was about my review and not about social media. also the issue was not about delay but about a very basic error in the co. house statement, and any apologies were hard won after blaming computer error and general defensiveness. there was no discussion about future services being withdrawn - your wife just announced that they would be after I had been paying monthly for very little as the accounts for that year had not been prepared. you havent explained why my bad review and others have disappeared.

REPLY 09/10/25 - thanks for second response. unfortunately there are some errors. you state that the letter your solicitor wasnt about my review but in fact was about social media posts. if you were to check the letter for yourself you will see the first sentence states:
'We are instructed by the aforementioned client in relation to statements posted by you on wwwpropertytribes.com and google reviews...'
So it was about my review and the second page requests removal of the review. There was a clear attempt to influence the reviews by intimidation. I dont think property tribes constitutes 'social media' - it is a specialist property forum where information and advice is shared among members.
There was no breakdown in communication from my end. Louises decision to withdraw services was a surprise. I doubt very much that anyone was crying over my emails! these were were polite and proportional.
my recollection is that the main professional bodies couldnt investigate as optimise were not a firm of chartered accountants and ACCA website misleadingly listed optimise as chartered accountants. This is what ACCA said:
'From ACCA

Good afternoon Mr Wernick,

My name is Hilary, Complaints Lead within ACCA. Your case has been passed to me by my colleague Carol-Anne to review and respond.

Having read your previous correspondence and having investigated your case, I must reaffirm that we are required to show details on our website of firms where one or more of the firm’s partners are practicing ACCA members.

I do appreciate however, that the information on the "Find an Accountant" pages of our website, was not as detailed or specific as you had hoped.

As advised previously, we appreciate your thoughts and have taken your feedback on board, your comments were initially passed onto our Change Request Process Group to discuss and consider.

I can confirm that following the subsequent process group meeting, held just a few weeks after your initial comments, it was agreed that we would review our website with a view to adding clarity to our membership, in addition a request was passed to our Authorisations Team to consider the most suitable way to display this.

As I am sure you can appreciate, such changes can take some time to effect, and a change to this specific section of our database does require approval from our Compliance team as well as other specialised areas of the business.

At this stage, I can confirm that wording has now been agreed and passed to internal stakeholders for approval pre implementation. I understand that my colleague Gina has advised she will notify you when the website has been changed and the information updated.

Whilst I appreciate your strength of thought on the matter, regrettably at this point, I cannot advise you of a confirmed date when this is likely to be amended.

As a progressive company we certainly to appreciate feedback and I would like to thank you for taking the time to contact us and share your thoughts.

If I can assist you on any other matter, please do not hesitate to get back in touch with me.

With kind regards,

Hilary

Hilary McGuinness
Complaints Lead
Customer Services
ACCA
110 Queen Street
Glasgow
G1 3BX
fax:+44 (0)141 582 2222'

I now realise that my review was on google reviews and optimise have changed to trust pilot.

My Accountant Linette was knowledgeable in regard to our specific tax area of concern, she listened to the concerns we had and managed the process well so that we could achieve our objectives, I would recommend Optimise Accounts, thanks.

I have been with Optimise accountants for about a year, and I'm sincerely impressed with their professionalism and customer service. I found them via Youtube as they had some great useful content. Then when I needed to start my property Ltd company I thought they would be the best accountants to go with in terms of property and so far I'm very impressed. I spoke with Simon and have had emails and calls with other members of the team who have been so helpful and polite with admin etc. I have my account manager - Sheba that I work with, she has been fantastic in helping me with my Year end accounts and submitting them, and answering any questions, everyone is very organised, they also know good tips too that some accountants don't tell you. I definitely recommend them!

Ghania was really helpful during a recent call to discuss my company end of year accounts. She discussed everything in easy to understand terms and really took the time to ensure that I understood what she was talking about. Thank you Ghania.

Louise was incredibly patient. She answered all of my questions carefully and completely and proactively proposed solutions to problems I had believed to be intractable.

Louise demonstrated her deep knowledge of the law concerning incorporation of properties and was able to put my mind at rest.

Optimise have been my accountants for years, especially helpful their expertise in property. Grateful for all the support they've offered and for their upmost dedication to proactively educating and sharing information with regards to tax/accounting. Laura Unwin is an incredible account manger - she has gently and thoroughly held/guided me through company returns and educated me on tax efficient ways that will save me thousands of pounds. Extremely hands on, accessible and well organised/ systemised firm, thank you!

Easy & quick to get a meeting with an experienced & knowledgeable accountant who can answer our specific questions. Definitely very happy to recommend Optimise.

Excellent chat with Linette clear and concise information given at all times. Thanking you again

Linnette is a very good person and her method of explanation is very impressive

Muhammed was great. A lot of value provided in the 30 min zoom call. On the back of this we have adjusted our planned property structure.

Been with Optimise since 2015. Just had my annual call with Ghania who has been as fantastic as always ! Very happy with the service we get every year...

Got all the information I needed in the 30 minute tax call. Even answered a follow up clarification question.

Tax planning advice was very suitable and to the requirements

Optimise are amazing, so helpful and full of information broken into english, minus the jargen.
I couldn't recommend them enough.

Linette was very helpful and knowledgeable. I asked many questions around different topics and she was very patient and went through everything in detail. Would highly recommend!

Optimise combine great knowledge with excellent customer service. Louise, Simon and the team are always positive, kind and experts in their field. They handle my personal and company tax returns and constantly prompt thoughts on how to be more entrepreurial. Thank you for being a great support to a growing property business! I cannot recommend them highly enough. Myles

Very helpful advice from Linette regarding rental income, SDLT and CGT