About Us | Trigpoint Financial Planning

The friendly team at Trigpoint Financial Planning, Financial Adviser Rebecca Bonner and Senior Financial Admininstrator Patrick Parker.

A Personal Service From A Friendly Team

Trigpoint Financial Planning is based in Ilkley, West Yorkshire, and we offer a wide range of services such as financial planning, wealth management, retirement income planning, and tax-efficient investing. We are dedicated to helping our clients achieve their financial goals and secure their financial future.

We are a small team with a wealth of experience between us. Our aim is to offer a high quality, personalised service to our clients so they can enjoy life knowing their financial situation is under control. We value relationships based on trust, integrity, and exceptional service.

Meet The Team

Rebecca Bonner

Managing Director & Independent Financial Adviser

Becky is a warm and friendly Financial Adviser who enjoys building long-term relationships with her clients.

In addition to being a Financial Adviser, Becky has a strong background in private client tax. Her expertise in financial planning and tax strategy ensures that her clients receive a complete and personalised advice service focussed on their needs and goals.

With a commitment to transparency and trust, Becky is keen to help her clients understand their position and so achieve financial security over the long term.

If you would like to speak to Becky you can contact her on:

T: 01943 290123

M: 07900 808784

E: rebecca.bonner@trigpointfp.com

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Patrick Parker

Senior Financial Administrator

Patrick Parker is a Senior Financial Administrator with over 12 years of experience in the financial services industry.

He has worked for both large and small financial advice firms and discretionary fund managers, where he provided essential support to senior advisers and fund managers.

Known for his hardworking and friendly attitude, Patrick takes pride in delivering exceptional outcomes for his clients, ensuring their financial needs are met with expertise and care.

If you would like to speak to Patrick you can contact him on:

T: 01943 290123

M: 07391 041154

E: patrick.parker@trigpointfp.com

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Testimonials

"Rebecca is a highly professional, thoughtful and independent financial planner and adviser with a strong background in accountancy and tax advice. She has been managing my financial affairs for several years.

Rebecca is warm, empathetic, and knowledgeable, taking an holistic interest in my circumstances to inform completely the financial advice she offers. I am in no way proficient in financial matters, nor am I particularly interested in their detail. Rebecca recognises this and is patient in her approach, takes the time needed, and uses plain English and lay terms so that we can achieve what is always in my best interests.

By now, she knows me well, yet by being less emotionally involved, than I am, in my financial affairs, she is an expert lateral thinker, able to put forward ideas and different approaches that may otherwise seem perfectly obvious. It helps to know that I can easily reach her if I need to, although mostly I have no need until our regular review meetings arrive which I look forward to and actually enjoy!"

- Jan -