Future Balance was created in April 2018 by Chris Rooks with the aim of helping as many people as possible gain a more positive mindset when it comes to their finances, and ultimately lead happier, stress-free lives. Chris noticed that there was a gap in the market when it came to people dealing with their finances - at one end of the scale there are financial advisors helping you to invest if you have money, while at the other end there are debt charities to help when your financial problems have become unmanageable - however there was very little on the market to help people who were in the middle.
Future Balance is here to solve that problem. By approaching things from both a mental perspective (understanding your attitudes and behaviours towards money to ultimately change your mindset towards finances) and a financial perspective (looking at your current income and outgoings to identify areas to improve) we help to take you on a journey to a place where you feel in complete control of your finances, rather than your finances controlling you.
Future Balance also prides itself on its ethics. Unlike some companies we will not charge you a penny if we don't feel we can offer you the help you require. If that is the case we'll do what we can to point you in the right direction and let you know what services are out there to help you. Ultimately though our aim is to help you take the path to a better place with your finances so we don't feel it would be right on any level to charge you a fee for something that won't leave you any better off.
MEET THE TEAM
CHRIS ROOKS - FOUNDER & FINANCE COACH
Chris is the creator of Future Balance and finance coach for the company. As a teenager and during his early twenties he openly admits he was dreadful with money but after being kindly helped out by his parents, he began to learn how to make his money work harder for him, and understand how having a positive mindset towards money can make a big change in your life.
Chris previously spent 12 years working in Project Management in various companies, with a specific strength in controlling budgets, before deciding to set up Future Balance to provide financial coaching. He has completed the Wise Monkey Financial Coach Practitioner training and is currently studying for a number of Personal Finance Society qualifications. He is always looking for ways to improve both himself and Future Balance.
AMY GALE - FINANCE EDUCATION OFFICER
Amy joined the Future Balance team in July 2018. She is fully qualified as a teacher and still currently offers her services as a supply teacher as required, alongside her role here at Future Balance.
Amy joined Future Balance to help with one of our aims of providing a better financial education to children and young adults. Using her previous experience of teaching children, she will be helping to create and roll out our financial education programme to primary schools, secondary schools, colleges and universities, helping children to better understand money & finances as they make their journey into adulthood.