Terence's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 5 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Financial Planning ( 6 )
Financial Mentoring ( 2 )
Financial Coaching ( 6 )
Reviewers' assets
Up to £50k ( 1 )
Review
by a verified client in Warwickshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for a financial coach?
Better control of finances and forward planning.
How has Terence Lapidus helped you?
Gave structure and formal goals. Point me in the right direction and kept me on track.
Have you seen the outcome you were hoping for?
Yes - Absolutely
What could they have done better?
All Great
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for a financial coach?
It was offered through my work as an employee benefit.
How has Terence Lapidus helped you?
Terence has provided my wife and I a framework to financially plan for buying a house and starting a family. His approach has really helped us forsee debt and adjust our plan accordingly. Working with Terence has allowed us to have some wriggle room when we moved into the new house and not feel totally stretched. I think fundamentally working with Terence has meant my wife and I are better at communicating financial plans, desires to one another and this has been really helpful.
Have you seen the outcome you were hoping for?
Yes, I appreciate Terence's approach. Working with Terence has been really helpful in allowing us to make informed financial decisions. This has taken some of the stress (but not all) out of the big life changing milestones - buying a house and starting a family.
What could they have done better?
n/a
Review
by a verified client in Warwickshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for a financial coach?
Money mgmt
How has Terence Lapidus helped you?
Proving insights into Options that i wasn not aware of
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for a financial coach?
I am looking to start my own business and Terence was really helpful in helping me set up plans for this. As well as helping me see how I can save and begin thinking financially.
How has Terence Lapidus helped you?
Not only was Terence incredibly helpful in helping me begin to think financially in a business sense, Terence also gave me incredible tips on how to get started thinking commercially -who my target audience is, what are my goals with it etc. This has helped in putting together a business plan. Terence also showed me how best to utilise various tools such as AI to help smooth various parts of the planning for me.
Have you seen the outcome you were hoping for?
Absolutely! It has really helped me get into the mind set and put together a business plan.
Review
by a verified client in Caerphilly
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for a financial coach?
As I have gotten pay rises, my spending has increased but my saving habits had not increased. So wanted to get some advice on what to do and how to clear off credit cards before trying to save
How has Terence Lapidus helped you?
he has helped us identify the incomings and outgoings and what we can do to help shape paying off credit and starting to save. We now have a will which is also important to us
Have you seen the outcome you were hoping for?
Yes, as a couple we have recognised where we cut subscriptions, where we can improve our savings and been more financially aware.