Skip to main content

Halo Investment & Pension Solutions Limited

Learn More

About Us

Our Company

Bio

Julie Robson is a highly experienced Financial Adviser, with over 32 years in the financial industry and a Diploma in Financial Planning.

After five successful years as a Financial Adviser with Prudential Financial Planning, Julie was proud to launch her own financial advisory business, Halo Investment and Pension Solutions Limited, as part of The Advice Partnership from Prudential.

Throughout her career, Julie has been dedicated to helping clients achieve financial security. She possesses expertise in all areas of financial planning, including retirement, investments, and estate planning. Julie takes great pride in offering tailored investment solutions that meet each client’s unique needs, conducting a thorough assessment to provide bespoke advice.

In essence, Julie offers personal, expert, and reliable guidance.

Outside of work, Julie enjoys campervanning, concerts, staying active and loves a Wainwright climbing challenge.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

September 2025

Julie has been managing our financial planning for 5 years. We appreciate the personal touch, face to face service. She always explains things in simple terms that we can understand. She manages our finances to ease any pressure on us. Always found that she gives sound advice. We would definitely recommend Julie as she is friendly warm and a caring person.

If we need her she is only a phone call away and responds promptly.

September 2025

Julie is an excellent adviser and can always be relied on to give the best advice regarding investments based on personal circumstances. I trust her to manage my portfolio fully and we have regular conversations and catch ups regarding both mine and my husband's finances. As a friend Julie is very loyal and reliable and this reflects over to her work.

I would recommend her to any of my friends and family.

September 2025

The knowledge, experience and professionalism Julie has is second to none. In these harsh times when anything can happen in this world it's good to know that Julie is there.

September 2025

Julie is an exceptional Financial Adviser. We have known her for a number of years and the advice and support she has given us has been invaluable. We highly recommend Julie as an adviser to everyone

 

Our Advice Service

Overview

Working with you

Get in touch

Julie Robson

Change cookie Settings

Halo Investment & Pension Solutions Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.