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Halo Investment & Pension Solutions Limited

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Bio

Julie Robson is an experienced Financial Adviser with 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 delighted to establish her own financial advice business, Halo Investment & Pension Solutions Limited, as part of The Advice Partnership from Prudential.

Julie has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Julie takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Julie provides sound, personal and expert advice.

In her spare time, Julie enjoys campervanning, concerts and keeping fit.

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

Testimonials

February 2021

I know that Julie is there for me if needed. Julie is very professional, informative, knowledgeable and I wouldn’t hesitate to recommend her.

February 2021

As an ex-manager myself in Financial Services, I have known Julie professionally for many years. When the time arose for me to make some alterations to my own financial affairs, I wanted someone who I knew to be trustworthy, knowledgeable and truly interested in achieving the best outcomes for my needs and preferences.

Julie is professional and dedicated, I have no problem in recommending her services. I have done so on a number of occasions with very positive feedback.

February 2021

Julie was my first line on contact when I enquired about Prudential as a potential pension provider. I also met with representatives from other pension providers, so first impressions were very important. I found Julie’s presentation of the various options both transparent and honest. Even though Prudential’s offer was not the cheapest, I felt more comfortable with Julie’s presentation. I was particularly appreciative that Julie gave me the answers to some questions, without me having to ask for them.

The level and frequency of updates from Julie is spot on, just the correct amount of information being delivered at reasonable intervals. I conclude by stating that I would and have, recommend without hesitation Julie to my friends and colleagues.

 

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Julie Robson

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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.