Supporting Vulnerable Customers reviews

4.9 (374 reviews)
AI summary of reviews

Attendees particularly value Helen’s expert, compassionate use of personal experience to make vulnerable-customer issues relatable and memorable. They describe sessions as interactive, thoughtfully structured and engaging, combining practical examples, discussions, workbook exercises and useful signposting resources. Her FCA knowledge, empathy and ability to answer questions help participants explore difficult conversations with confidence. Reviewers say they leave with concrete tools, improved awareness and approaches they can apply immediately in customer-facing and wider workplace roles.

Expert facilitationPractical resourcesInteractive learning

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Very informative course, good to have a refresh on what I learnt from the last course

Janet H · 29 May 2024
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Response: Thank you for your positive feedback Janet, I am so pleased you found the course informative and that it provided a useful refresher.

really useful tips when dealing with a vulnerable customer and I mentioned during the course that this training should also be given to other staff who may have dealings with these customers so they know the best way to deal with them.

Alison B · 21 May 2024
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Response: Alison, thank you for taking the time to leave feedback and for your positive comments. I am so glad you found the tips for supporting vulnerable customers useful.

A very informative and thorough course which covered a number of topics useful to my day to day work

Alice P · 13 May 2024
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Response: Thank you for your positive feedback, Alice. I am so glad you found the course useful for your day to day work.

Great course, great validation for our team and also some new tips and skills to take moving forward. Helen was so lovely and delivered the course in a very gentle way, which suited our team.

Lorraine G · 10 May 2024
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Response: Lorraine, thank you for your positive and detailed feedback. I am so pleased you enjoyed the course and gained some new tips and skills.

Excellent course and Helen is a wonderful compassionate trainer. Will highly recommend x

Valerie F · 09 May 2024
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Response: Thank you for your positive feedback and recommendation, Valerie. I am glad you enjoyed the course.

Brilliant course, eye opening, thought provoking, and balanced with fun too! Helen is so knowledgeable, really engaging, and has so many real life examples. Thank you so much!

Kate C · 07 May 2024
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Response: Thank you for your positive feedback, Kate. I am so pleased you enjoyed the course as much as I did.

Helen was brilliant and really engaging, a thoroughly enjoyable course

Louise A · 02 May 2024
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Response: Thank you for your positive feedback and kind comments, Louise. I am so glad you enjoyed the course.

Helen was fantastic, extremely knowledgeable and really informative without overwhelming us. It felt like discussions happened naturally and we learnt so much for the session which we can now take away and put into practice to better help our customers who need us the most. Thank you Helen!

Fiona K · 02 May 2024
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Response: Fiona, thank you for your positive and detailed feedback. I am so pleased you feel that you have learnt a lot from the session.

Helen was really engaging and clearly passionate about the subject, which in turn got everyone excited about it. We came up with loads of good ideas for the company and strategies we can implement in day-to-day life when encountering vulnerable customers. Helen also made it fun - the time passed so quickly! Would definitely recommend to teams that deal with customers, or even those that don't, as it's such an eye-opening subject. Thanks Helen :)

Skye S · 02 May 2024
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Response: Skye, thank you for taking the time to leave such positive and detailed feedback. I am so pleased you found it useful and enjoyable and thank you for the recommendation.

Helen was really engaging and knowledgable, making the subject relevant and informative. I learnt so many valuable skills and tools to help our vulnerable customers. These customers are not just a tick box exercise, we must prioritise their emotional needs and focus on establishing what information is relevant in order we can support the customer. Thank you Helen, the best training I've had in a long while :)

Sarah W · 18 Apr 2024
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Response: Sarah, thank you for taking the time to leave such positive and detailed feedback and for your kind words. I am so pleased you enjoyed the training and gained valuable skills and tools to help support vulnerable customers.