About Us | Trigpoint Financial Planning

The team at Trigpoint Financial Planning, Ilkley

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

T: 01943 290123 - M: 07900 808784

E: rebecca.bonner@trigpointfp.com

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.

Contact Becky

Patrick Parker

Senior Financial Administrator

T: 01943 290123 - M: 07391 041154

E: patrick.parker@trigpointfp.com

Patrick 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.

Contact Patrick

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Lauren Pollard

Technical Support

T: 01943 290123 - M: 07391 041154

E: lauren.pollard@trigpointfp.com

Lauren supports the team with a wide range of technical and administrative tasks, helping to keep things running smoothly day to day. Whether it’s preparing documents, organising client files, or keeping systems up to date, she plays an important role behind the scenes.

She joined the business with a background in accountancy and tax, having qualified as both an accountant and a Chartered Tax Adviser. While she doesn’t give advice herself, her previous experience means she understands how everything fits together and is always ready to lend a hand where needed.

Friendly and approachable, Lauren is known for her warm personality and down-to-earth attitude. She enjoys being part of a close-knit team and is happy to help clients and colleagues alike.

Contact Lauren

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 -