Stefan Helm joined Mercia in 2021 to streamline all things digital in the Mercia EIS Fund, including the website, the digital application process and reporting.

Stefan also works with advisers to enable their clients to invest with Mercia, supporting regional technology companies to fulfil their potential, while also benefiting from the attractive EIS tax reliefs.

Previous experience

Stefan has previously worked for AFH Wealth Management, as well as tax consultancy Gateley Capitus. Stefan has an MSc from Manchester Metropolitan University and studied Politics with International Relations at Lancaster University.