About

James joined the group in 2021 and is based at the Preston office. His responsibilities include inputting supplier invoices for all Mercia entities, administration of an expense management system, processing payments runs and completing bank reconciliations. James is currently studying for his CIMA accounting qualification and hopes to become Chartered within three years.

Previous experience

James has worked within commercial finance teams for the last 3+ years in the logistics and food manufacturing industries, as well as graduating in 2020 from the University of Central Lancashire with an Accounting and Finance degree. In his last role he was responsible for various purchase ledgers within a group of companies and assisted with the formation of management accounts.

About

Peter Rooney joined the Group in 2014 and negotiates new investments on behalf of the SME Loans Fund. He is responsible both for sourcing investment opportunities across the region and assessing their suitability from a performance perspective prior to investment. Peter is based in the Preston office, and works with small to medium and start-up companies in and around the Lancashire region.

Peter is also a member of the Mercia Spirit Committee, a group-wide programme translating our values into worthy initiatives and Mercia O2 Committee – offering the benefits of diverse opinions, ideas and points of view.

Previous experience

Prior to joining the Group, Peter has worked with Barclays PLC, and held numerous positions in several disciplines, managing businesses in both the SME and corporate arenas. He has worked with clients in both public and private sectors across a number of different areas including manufacturing, not for profit and professional services.

 

peter.rooney@mercia.co.uk

About

Sue joined the Group in 2002. As Financial Controller, she is responsible for all the statutory accounting and detailed financial management reporting for the managed funds. She also has responsibility for all the investment accounting and financial information of several managed client funds, including both NPIF – Mercia Debt Finance and NPIF – Mercia Equity Finance. In addition, Sue manages the payroll, pensions, VAT and treasury management functions, as well as supervising the Accounts Payable and Accounts Receivable roles for the majority of funds within Mercia. In working closely with the Group’s auditors and advisors, Sue ensures that all the corporate and statutory reporting deadlines are strictly adhered to.

Previous experience

Sue began her accounting career and finance training in private practices, before moving to financial accounting roles predominately within manufacturing sectors of US-owned corporations.

susan.devine@mercia.co.uk

About

Andy joined the Group in April 2018 as an Investment Manager in the SME Loans Team. He is based at our Preston office and will be supporting growing SMEs across the North West and North Wales. His particular focus will be on debt capital, covering most sectors across the region.

Previous experience

Andy spent over 30 years working at RBS, with the latter two years as business development director of commercial banking covering the Merseyside region. As an experienced banker, Andy understands the challenges that businesses face when it comes to funding. Prior to his business development role, Andy worked in a specialist banking team supporting businesses through the tough economic climate. More recently, Andy was regional manager for RateSetter Business Finance. His role involved developing a quality introducer network and supporting SMEs’ growth plans along with MBOs.

andy.heaton@mercia.co.uk

About

Caroline joined in 2013 as an Assistant Accountant based in the Preston office and has over 10 years’ experience working in a finance department. In this role, Caroline is responsible for completing accounting tasks for all funds. In particular, she manages sales ledger, purchase ledger and nominal ledger reconciliations for Mercia’s managed funds and completes bank transfers for investments from the Mercia EIS Funds. She is responsible for managing the debt funds which include preparing loan repayment schedules, transferring the funds to investees, collecting direct debits and completing nominal reconciliations for NPIF and EV SME Loans.

Caroline is also a member of the Mercia Knowledge Committee.

Previous experience

Caroline joined Mercia from the aerospace manufacturing industry where she was responsible for sales ledger, purchase ledger, processing weekly payroll and completing month end procedures. Caroline is AAT qualified.

caroline.simpkin@mercia.co.uk

About

As Assistant Accountant, Ella joined the Group in 2017 to support the tasks of the finance function based at the Preston office in Lancashire. Ella became AAT qualified in January 2020.

Ella completes accountancy tasks across various funds and entities such as sales and purchases ledger, cash transfers for investments, expense reconciliations, accruals and prepayments and cash control. Ella completes the monthly management accounts for EV Business Loans Ltd and is also involved in preparing quarterly finance schedules for EV Growth II, EV SME Loans, MEIF Proof of Concept, NE Venture Fund, NPIF Debt and NPIF Equity.

Previous experience

Ella worked as assistant accountant in the legal sector for a conveyancing business with three years’ experience of working in finance. Prior to working in finance, Ella worked as administration manager for a refrigeration business in Cumbria.

ella.cuthbert@mercia.co.uk

About

Hannah joined the Finance Team in June 2018 as Accounts Assistant, and is based at the Preston office. She is responsible for the sales ledger, credit control, invoices, and purchase ledger tasks. Hannah is also involved in the maintenance of cash books and credit card reconciliations, imputing of monthly journals and assisting with month end reports.

Previous experience

Previous to joining Mercia, Hannah worked for a legal cashiering firm where she was responsible for daily bank reconciliations, setting up payments, running month end, and documenting the movement of client monies on different systems.

hannah.lunt@mercia.co.uk