Future Balance
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.
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 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.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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