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.
Having worked in various different customer service roles since leaving school, Georgia is now our Executive Administrator at Future Balance Finance HQ. She looks after much of the company administration, and you may well hear her friendly voice answering the phone when you call the office. She is passionate about helping people, especially with money as it plays a big part of people's lives.
Away from the office Georgia enjoys socialising with friends, especially when the socialising also includes a BBQ on a sunny day!