Chris Rooks

Chris Rooks

Future Balance

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8938
Based in Swindon
View location

Verified since: November, 2022

5 out of 5

23 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 26 April 2025

    Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Chris has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 05 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Chris has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 26 April 2025

    Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Chris has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 05 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Chris has not yet added their fees to their profile

I'm Chris Rooks of Future Balance we're based in Swindon and offer a range of services delivered with you in mind. I can help you with… Mortgage advice – we find the best products for you based on your individual circumstances. Protection advice – making sure you have peace of mind should the worst happen. Equity release – do the things you’ve always wanted to do by releasing some of the value in your home. Buy to let – we have access to a wide range of lenders to find the perfect fit if you have 1 or 100 properties. Commercial lending – if you’re looking to buy the right space for your business, we can help. Business continuity and protection advice – guard against unexpected events and ensure your business can continue operating. I act on your behalf and will always ensure that every part of the process revolves around you and getting you the best possible outcome. At Future Balance we believe that financial advice should be accessible, affordable, and as stress free as possible. So if you’re looking to buy your dream home, set your family up for the future, or protect your valuable assets, I'll help to guide and support you. With a host of positive feedback, testimonials and the drive to get you the best outcome for your financial peace of mind – Future Balance is the perfect choice to help you with all those big decisions.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Chris's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Mortgage value

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Clients' level of financial expertise

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Adviser Disclaimer

Your home is at risk if you fail to keep up payments on your mortgage or any other loans secured against it. Buy to Let mortgages for business purposes and Commercial lending are not regulated by the Financial Conduct Authority. Equity release may involve a lifetime mortgage which is secured against your property or a home reversion plan which requires the sale of property for a discounted price. To understand the features and risks, ask for a personalised illustration. You only continue to own your own home with a lifetime mortgage. Future Balance Finance Ltd, trading as Future Balance, is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority: FCA Number 460421. Buy-to-Let mortgages for business purposes and commercial lending are not regulated by the Financial Conduct Authority. Future Balance Finance Ltd (11290894) is an appointed representative of New Leaf (WWF) Ltd. Registered in England 7891401. Registered Address: Princess Caroline House, 1 High Street, 1st Floor, Southend on Sea, SS1 1JE. The services we provide in regards to Will Writing & Estate Management are not regulated by the Financial Conduct Authority.