The people behind a life's work

Leads Freyr, drawing on ten years in estate planning at Octopus and eleven years before that at UBS and Deutsche Bank. Nick has built teams to support financial advisers and created new businesses across the UK and Australia. Ask Nick why Freyr exists, what we're doing differently and our plans for the future. Father of three and a Spurs and Saracens supporter, he loves following teams that used to be good. There's always next season!

Has worked with financial advisers since 2013, including a decade at a leading tax efficient provider and time helping a smaller proposition develop its adviser distribution. Ask James for support developing your broader tax efficient proposition, working with professional connections or support with client meetings. Gloucester Rugby and Cinderford Town AFC fan, with a passion for travel and live music.

Joined us from IBOSS Asset Management, where he worked since 2009 and led its marketing for over ten years, helping grow its MPS business. His experience covers an extensive range of marketing, from brand and content to design, across multiple platforms. Ask Mark for anything that would make your job easier: materials, ideas, collaborations or honest feedback on how we're doing. Dad to two young children, with a passion for travel.

Covers the North West, Midlands and East Anglia

Joined us from an established tax efficient investment provider, where he spent five years working with financial advisers. Ask Ben for support building tax efficient solutions into your advice process, joint client meetings or working alongside accountants and solicitors. He's currently working through his RO exams, so you'll often find him studying or rewarding himself at his local watering hole.

Covers London, Scotland & Northern Ireland

Joined us from Octopus, where he spent eight years supporting advisers and their clients with estate planning needs. Glen holds a first-class degree in Finance from the University of Sussex and is currently working towards his CII Diploma in Regulated Financial Planning. Ask Glen about Inheritance Tax planning, including the use of Business Relief for both corporate and individual clients.

Covers the North West, Midlands and East Anglia

Joined us from Lombard, where she worked as a Senior Relationship Manager, supporting UK businesses with their funding needs. She holds the Chartered Banker Certificate and Lending Skills qualifications, bringing a wealth of experience and knowledge to the team. Ask Georgia about how the service works, or anything you need from us. Originally from Liverpool, she's friendly, approachable, and always up for a good natter. When she's not working with clients, she enjoys Pilates and spending time with family and friends.

Covers the South of England & Wales

Has worked in financial services for over six years in some of the leading financial advice firms, and grew up in the industry watching both her parents work in financial advice. Asha holds the CISI qualification in Securities and Investments and is continuing her studies with the CISI. Ask her about anything from how the service works to what you need from us, or about booking educational CPD group sessions or one-to-one meetings. Outside work you'll usually find Asha at the gym, at the spa or watching an Ancient Egypt documentary.

Covers the South of England & Wales

Has spent over ten years in financial services, the last three in the tax efficient space. Wade likes to add value wherever he can and makes a point of understanding as much about your business as possible. Ask him how Business Relief investments might fit with your clients, or how he can support your business more widely. A Bath and South Africa rugby fan, he spends his spare time fly fishing or out on the golf course looking for golf balls, usually his own.

Began his career in 2002 as a stockbroker in London, going on to lead a team of portfolio managers in Bristol and build a new wealth management arm in London. As Managing Director of a Sussex IFA and discretionary fund management group, he grew assets under management from £30 million to over £500 million and chaired its Investment Management Committee, overseeing risk-rated model portfolios and three multi-asset funds. Chris co-founded Freyr, where as a director he leads on strategy, governance and investment management. He is a Chartered Fellow of the CISI and a Chartered Wealth Manager. Outside work, he looks after his two sons and works at keeping up with them and staying fit and healthy.

Joined Freyr after more than two decades at Facet Investment Management, where he built extensive knowledge of investment management and financial planning. As Data Analyst, Alex monitors and evaluates the performance of the managed portfolios, analyses investment data and researches prospective investments for future portfolio inclusion. He is a former practising Independent Financial Adviser, holds Diploma-level qualifications, and is a Chartered Member of the CISI and a member of the Society of Technical Analysts. Outside work, he enjoys reading and photographing local wildlife.

Began his career in wealth management in the 1980s, holding senior operational and compliance roles at a number of leading investment banks and stockbrokers. He joined comdirect in 2000, when it was a start-up, and it became one of the UK's largest execution-only stockbrokers within four years. In 2009 John co-founded SimplyStockbroking, an execution-only platform stockbroker, and became its CEO. It went on to launch the first UK online trading app. He was Director, Risk and Compliance at Fidelity International from 2014 to 2017, then founded a consultancy advising FCA regulated wealth management firms on areas including CASS, COBS, MiFID II transaction reporting and FCA applications. John joined Freyr in March 2026 as Director, Head of Compliance and MLRO. Outside work, he's a keen golfer and enjoys time with his family.