It has been a year since Clear Vision Financial Management purchased Your Smart Team located in Bournemouth.

Following the acquisition of Your Smart Team in December 2019, the firm moved the office to a new building in Poole in February 2020.

Initially, Denise Chapman and Emily Woodhouse joined Clear Vision Financial Management following the acquisition of Your Smart Team. Lydia Harris has now joined the team and will be supporting many of our Poole clients alongside other members of the team.

Denise has bundles of experience as she previously worked as a Financial Controller for Merlin Entertainment for 11 years. Denise is currently increasing her knowledge by completing the Chartered Tax Adviser qualification. Emily provides support as a Bookkeeper, she is currently studying AAT Level 4 and has lots of experience of processing payroll and VAT returns.

The expansion has provided Clear Vision Financial Management with the opportunity to continue its expansion across the south coast.

Sean Daniel, Managing Director said “Despite 2020 being a difficult year, we have managed to continue to build the Clear Vision Financial Management business. We are looking forward to working with small businesses in the south throughout 2021 and beyond”.

If you need any help or support, please get in touch with the Clear Vision Financial Management team, call us on 01794 330025 or email us