Everyone deserves great financial advice
An integrated approach to Investment management
We design disciplined, risk-aware investment strategies that help clients grow and protect their wealth with confidence.
A modern approach to long-term wealth
At Freyr, we provide thoughtful investment solutions designed to help clients meet their financial goals. We combine disciplined strategy with genuine independence, offering Model Portfolio Services and Discretionary Investment Management aligned entirely with your interests.
Whether you’re building wealth, preserving capital or seeking steady growth, we work closely with you to create a portfolio that fits your objectives and comfort with risk.
Why choose Freyr? We are…
Independent
As a fully independent firm, we answer only to our clients. Our fiduciary commitment ensures your interests always come first.
Transparent
We’re transparent at every stage, giving you full visibility into your portfolio, performance and costs.
Disciplined
Our team brings decades of investment expertise, using proven strategies to navigate complex markets and protect your capital.
The Freyr Regatta Estate Planning Service
A strategic approach to Inheritance Tax planning
The Freyr Regatta Estate Planning Services is a simple and effective Inheritance Tax service that uses Business Relief to potentially reduce exposure to Inheritance Tax after just two years, whilst investors retain access to the investment.
The service invests in private trading companies – such as Regatta FS1 Ltd – which have a trading strategy focused on secured lending. The private trading companies seek to qualify for Business Relief whilst delivering stable and attractive returns.
Model Portfolio Service
Professionally managed portfolios with ongoing monitoring, rebalancing, and strategic oversight. Designed to complement the service provided by your existing financial adviser, our approach is built around:
- UK & Global Equities
- Bonds (Government, High Yield, and Investment Grade)
- Property, Commodities & Cash
- Passive and Active Investment Funds
- Low volatility, multi-asset portfolios
- Top-down strategic asset allocation
- A mix of active and passive Collective Investment Schemes
- Long-term investment positions focused on economic fundamentals
Our portfolios are structured to manage risk, respond to changing market conditions, and support long-term financial goals with clarity and consistency.
