Chris Rooks
I’m Chris Rooks, an Independent Financial Adviser and Director of Future Balance, based in Royal Wootton Bassett near Swindon. I help individuals, families and business owners across Wiltshire make confident financial decisions.
I advise on pensions, investments, retirement planning, mortgages, life insurance, critical illness cover, income protection, equity release and business protection.
My background in project management and financial coaching shapes my personal, practical approach. I take time to understand your circumstances and goals, explain your options clearly, and help you weigh up the costs, risks and alternatives. You can expect straightforward advice, regular communication and support throughout the process.
Outside work, I enjoy football, darts and walks in the Wiltshire countryside with my wife and our Labrador.
Book a 30-minute call to discuss your plans and how I could help.
I advise on
Retirement Planning
Financial Planning
Equity Release
Mortgages
Critical Illness Cover
Mortgage Protection
Personal Protection
Business Protection
Life Insurance
Commercial Lending
Private Medical Insurance
Shareholder Protection
Income Protection
Family Income Benefit
Home Movers
Lifetime Mortgages
Remortgages
Pension Advice
Retirement Interest Only Mortgages
Pensions & Investments
Investments & Savings
First-time buyers
Buy-To-Let
Later-life Advice
Relevant Life Cover
Group Pension Schemes
Key Person Protection
Accreditations
BAHons
Certificate in Mortgage Advice and Practice (CeMAP®)
Certificate in Regulated Equity Release (CeRER®)
Diploma for Financial Advisers (DipFA®)
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