Gemma works as part of the EIS/VCT Team as an EIS/VCT Client Services Administrator. Gemma is responsible for providing investor services to our tax-efficient products and operational support for a smooth running of funds.
Gemma has 15 years’ experience within financial services, managing corporate clients. With level 3 qualifications in Customer Services and Business Administration.
Rafael is an Investment Manager for Mercia’s EIS Fund with a focus on investing in early and growth-stage technology companies. Based in the South-West, Rafael’s role includes portfolio support, deal origination and execution.
Prior to joining Mercia, Rafael worked at Development Bank of Wales, focussing on making equity investments into early stage technology companies.
Rafael spent five years as part of the Deal Advisory team at KPMG, advising on the buying and selling of companies. He also worked for a managed services and cloud computing company, supporting them with their buy and build acquisition strategy.
Rafael has a degree in Economics from Warwick University and is a Chartered Accountant.
Ruth is an Investment Associate for Mercia’s EIS Team with a focus on investing in early and growth stage technology companies. Based in London, Ruth’s role focuses on sourcing, transacting, and managing investments for the south east region.
Prior to joining Mercia, Ruth worked at Grey Innovation in Melbourne, a technology commercialisation company where she led spin out sourcing, early growth, and management. Ruth also worked at HealthXL in Dublin where she advised pharmaceutical companies on their digital health strategies.
Ruth holds a BSc in Biomedical Science from Trinity College and a MSc in Business and Biotherapeutics from Smurfit Business School and University College Dublin.
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.
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.
Clare was previously a financial adviser and has joined Mercia to assist financial advisers who wish to offer tax-efficient investments to their clients. She is able to offer support with events and development of knowledge in this space and is keen to broaden relationships with advisers and Mercia.
Clare is an experienced Business Development Manager, whom also had an extensive career as an Independent Financial Adviser. She has worked for HSBC for many years as an IFA and then Lighthouse Group. In more recent years she has turned her hand to Business Development within the EIS arena, and having offered these solutions to her own clients as an IFA, she is well positioned to support others to do the same.
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Dr Paul Mattick heads the Sales and Investor Relations team for the Mercia EIS Funds. He works directly with private clients and advisers to build the EIS fund raising capacity of Mercia. Paul oversees the administration and development of the EIS funds, and ensures that investors receive a high level of service, much of which is delivered through Mercia’s award-winning Investor Centre.
Paul has a variety of experience in early-stage businesses (including being a founder), and formerly worked at another leading EIS fund manager, where he built close relationships with top tier clients, and significantly grew both fund and single company assets under management. Paul has a PhD and Post-Doctorate from the University of Oxford and a 1st Class Bachelor of Science from the University of Leeds.
Russell joined the Group in 2017. His role is to help financial advisers develop their businesses and provide technical support on tax-efficient investing for their clients. This often involves working closely with other professionals such as accountants and solicitors across the country.
Russell has a wealth of experience in tax-efficient investing and helping advisers across the UK develop their business. He is an active member of the Personal Finance Society and has presented at a number of tier training sessions. He formerly helped establish Kuber Ventures, the first alternative investment platform, as business development director. He has also set up and ran his own business promoting tax-efficient investments to independent advisers and professional connections. Russell has worked in a number of roles over his considerable career for organisations such as Prudential, Old Mutual and Zurich both overseas and in the UK.
Gina works as part of the EIS team as EIS Fund Operations Manager, looking after the day to day operations of the EIS fund from when an application is received up until exit. Her focus is on EIS eligibility and compliance, assisting new investee companies through the advance assurance process with HMRC and post-completion compliance statements, providing timely return of investors’ tax certificates.
Gina was Senior Investment Administrator at NFU Mutual and holds an Advanced Certificate in Global Securities Operations from the Chartered Institute for Securities and Investment, as well as a BSc from the Open University.
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