About

Karen joined the Group in December 2019 to provide support within the EIS Team. Karen will be responsible for multiple operational tasks, assessing investor suitability, overseeing investment allocations and working with our custodian.

Previous experience

Karen has a strong operational background mainly working in the construction sector but recently moved to the investment sector to pursue a new career. Prior to joining Mercia, Karen was working at Wise Investments supporting the head of investment management, monitoring client portfolios and investments. 

About

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.

Previous experience

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.

paul.mattick@mercia.co.uk

About

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.

Previous experience

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.

 

russell.fryer@mercia.co.uk

About

Claire joined the Group in 2019 as an EIS Client Services Associate. Her focus is on providing investor services, administering and distributing tax certificates and she works closely with the EIS Fund Operations Manager to prepare client allocations and maintain the Investor Centre.

Previous experience

Claire completed a diploma in Business Administration and an NVQ in Customer Services. Prior to Mercia she worked at Sanderson IT Software & Services as a technical administrator for over five years, supporting customers with development requirements as well as facilities management and reception duties for the office. Claire also has vast experience within the financial and pensions industry. 

Claire.Anderson@mercia.co.uk

About

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.

Previous experience

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.

gina.hood@mercia.co.uk