We understand that our clients need a team of experts to provide them with clear, concise, accurate and timely information. Our greatest strength at Clear Vision Financial Management is our team.

Ensuring our team are fully trained and knowledgeable in the latest accountancy software and procedures is key. We support a number of our team members with a variety of Accounting and Tax training courses from AAT through to ACCA.

Tax is a complex area, so Denise Chapman, Accounts and Tax Senior is currently increasing her knowledge by completing the Chartered Tax Adviser qualification.

Dan Robertson, Client Account Manager, joined us in 2017 and is currently studying for the AAT Level 4 qualification, after completion we will support Dan further to continue his training.

Despite a very unprecedented 2020, we managed to still recruit three new members of the team. Lewis Tallack joined us as Client Account Manager, Lydia Harris as Bookkeeper and James Burville as Bookkeeper. We will be supporting all three of them in their continued studies, Lewis will be working towards his ACCA qualification after completing his Level 4 AAT. Lydia has recently completed AAT Level 2 and has just passed the first module of AAT Level 3.

James Burville has completed his AAT Level 3 and we will be supporting him to study AAT Level 4 along with Emily Woodhouse, Bookkeeper in our Poole office who is also studying AAT Level 4.

Sean Daniel said “We are delighted to support any of our team with their formal accountancy qualifications. Ensuring we have a fully trained and knowledgeable team is fundamental to Clear Vision Financial Management”.

If you need any support or help with navigating your business through this difficult time, please get in touch with the friendly Clear Vision Financial Management team, call us on 01794 330025 or email us.