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.


 

Julie Hunter

Julie Hunter CeMAP

Executive Administrator


Julie has a varied and accomplished background in mortgages and financial services spanning 24 years before recently having a change and working for the NHS.  She has now returned to the field she loves best (mortgages) as an Executive Administrator at Future Balance. 

Julie is keen to use her knowledge and experience to help all Future Balance clients have a professional and seamless experience through their mortgage & protection journeys. 

Away from the office Julie can usually be found enjoying the countryside, in the swimming pool or working on her allotment.