Future Balance Finance

Independent mortgage adviser  Bowman House, Royal Wootton Bassett, Wiltshire, SN4 7DB
First meeting at adviser's own cost
We offer a range of services to help your financial peace of mind, including Mortgage & Protection Advice, Equity Release and Will Writing. We work around your hours rather than asking you to work around ours by offering evening & weekend appointments.
We can advise you on
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
Response rating
8.3/10
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FCA authorised
Last authorised 7th June 2021
Meet our advisers
Mr Chris Rooks BA (Hons) CeMAP CeRER
Financial Planner (Non-Investment)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

What our clients say
"I am an experienced landlord, thinking of retirement and needed a truly independent and affordable financial advisor for my next deal. Up front research always pays for me and I found Future Balance Finance who more than delivered. Chris Rooks researched the market, found me the right deal and led me through the whole process very efficiently. Every time I had a crazy idea Chris produced facts and figures to show me where I was going wrong. I liked that because he didn’t just tell me I was mistaken but he provided the proof. I have no hesitation in wholeheartedly recommending Future Balance Finance to everyone I know."
Moira M, Equity Release
"Chris at Future Balance recently helped me remortgage following the end of my fixed rate deal. He worked through the process professionally and found a much greater deal than I was on. I was also interested in covering a gap in my life insurance and he helped me solve that issue. Would highly recommend this chap!"
Richard C, Mortgage & Protection
"Chris did a great job with our mortgage, my husband recently became self employed and he explained all our options, answered our questions to ensure we got the outcome we needed. Would highly recommend."
Michaela L, Mortgage
About us

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.

Our services

Our aim is to work with you to understand exactly what you require and to put a robust plan in place which provides you with the right product(s) to protect your future.

We strive to ensure that the service we provide is as stress-free as possible, allowing you to concentrate on enjoying life rather than worrying about your financial future.

Where to find us
Head office address: Bowman House, Whitehill Lane, Royal Wootton Bassett, Wiltshire, SN4 7DB
Service coverage
Preferred clients
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
8.3/10
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FCA authorised
Last authorised 7th June 2021

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