Chris Rooks Photo

Chris Rooks BA (Hons) CeMAP CeRER

Financial Planner (Non Investment) & Director

Chris has always had a keen interest in personal finances and a passion for helping people. So, after finishing a successful 12 year career in Project Management he decided it was time for a change. Chris focused on studying and passing the various exams to become a Financial Planner (Non Investment) and launch Future Balance Finance.

Chris' ethos is to make sure that every part of the process revolves around his clients, and will always go the extra mile to ensure their needs are met in full.  His commitment and dedication to doing the right thing for his clients means he offers a high quality of service to anyone who would like his help.

Away from the office Chris is an avid sports fan, especially enjoying football, and can regularly be found taking his chocolate labrador for walks around the Wiltshire countryside alongside his partner Alice.


Annette Rooks Photo

Annette Rooks


Having worked in various different roles over the years, Annette can now be found helping out at Future Balance Finance HQ on a part time basis.  She looks after much of the company administration, and you may well hear her friendly voice answering the phone when you call the office.

Away from the office Annette enjoys walking her Jack Russell with her husband Colin, and can regularly be found getting stuck into a good jigsaw puzzle.