Halo Investment & Pension Solutions Limited

Reference number: 939760

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

M&G ADVICE PARTNERS LIMITED Reference number: 584256 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Halo Investment & Pension Solutions Limited (FRN 939760) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Halo Investment & Pension Solutions's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Halo Investment & Pension Solutions, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When mandgwealth.com first appeared online, and whether it can receive email
  • What kind of line 07342 054831 is
  • Who else gives the postcode DL2 1GF
Instant PDF download

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through M&g Advice Partners Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
12925320
Company status
Active
Company type
Private limited company
Incorporated
3 October 2020 (6 years old)
Registered office
8 Cornflower Close, Middleton St. George, Darlington, DL2 1GF, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Julie Anne Robson Director Mar 1969 3 Oct 2020 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 October 2025Micro-entity accountsNot audited

Total equity

£395k

+13% from £351k

Employees (average)

1

Same as 1

Owed within a year

£34.6k

−57% from £80.6k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 12925320. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Halo Investment & Pension Solutions’s history from the FCA register and Companies House, newest first.

Key events (5) All events (8)

2023

16 January 2023

  • Stephen Robson stopped being a part-owner

Companies House

2020

30 November 2020

  • Became an appointed representative

FCA register

3 October 2020

  • Incorporated at Companies House
  • Julie Anne Robson took control (75–100% of shares)
  • Stephen Robson became a part-owner (25–50% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
Instant PDF download

Firms like Halo Investment & Pension Solutions

Other firms of the same type (financial adviser), nearest first.

In Darlington

Carter Thompson & Associates LimitedDarlingtonAppointed representativeDenham & Burd Wealth Management LimitedDarlingtonAppointed representativeMAE Financial LimitedDarlingtonAppointed representativeVida Financial Planning LtdDarlingtonAppointed representativeAcumen Investment & Pension Solutions LtdDarlingtonAuthorisedCoates & Co. Financial Planning LimitedDarlingtonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Halo Investment & Pension Solutions

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 8 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Halo Investment & Pension Solutions Limited FCA authorised?
Halo Investment & Pension Solutions Limited (FRN 939760) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Halo Investment & Pension Solutions?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Halo Investment & Pension Solutions Limited (FRN 939760) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Halo Investment & Pension Solutions's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Halo Investment & Pension Solutions, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Halo Investment & Pension Solutions’ phone number and website?
The FCA register lists the phone number 07342 054831 and the website mandgwealth.com/haloinvestmentandpensionsolutions for Halo Investment & Pension Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Halo Investment & Pension Solutions a scam or clone?
Halo Investment & Pension Solutions is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Halo Investment & Pension Solutions?
Protection works through M&g Advice Partners Limited, the principal firm responsible for Halo Investment & Pension Solutions's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Halo Investment & Pension Solutions?
Companies House lists one person with significant control of Halo Investment & Pension Solutions: Mrs Julie Anne Robson (75–100% of shares). Before that, it was controlled by Mr Stephen Robson.
Who runs Halo Investment & Pension Solutions?
Companies House lists one director of Halo Investment & Pension Solutions: Julie Anne Robson.
How long has Halo Investment & Pension Solutions been in business?
The company was formed on 3 October 2020.
What do Halo Investment & Pension Solutions’ latest accounts show?
Its latest accounts, to 31 October 2025, show total equity of £395k (+13% from £351k).

Sources and links

The full report on Halo Investment & Pension Solutions Limited

£19.99 · Instant PDF download

Loading secure checkout…