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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This was the best training session I have attended. It was interacting and made me think about a lot of things I was doing wrong when having certain conversations.

Puneet P · 14 Aug 2025
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Response: Puneet, thank you so much for your positive feedback. I am really pleased you enjoyed the training and that you took a lot away from it to use in your conversations.

Honestly, I think Helen is an incredible trainer. She is great at keeping people engaged without making things feel awkward. I feel like there was no point I was growing bored, I absorbed everything she said. Really really impressive!

Rose B · 14 Aug 2025
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Response: Thank you for your kind words and positive feedback Rose. I am so pleased you enjoyed the training.

Very good day

David H · 14 Aug 2025
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Response: Thank you for your positive feedback, David. I'm very pleased you enjoyed the training.

Helen demonstrated strong engagement by integrating relevant and personal examples to reinforce her message. There was a lot of preparation that went into the course from Helen, having a book to look back on and help others in my team is hugely useful and the kind touch with the fidgets on the table to bring a calm and relaxed atmosphere to learning. I felt able to absorb information and enter into a deeper level of conversation, knowing that there wouldn't be a quiz or test which can often divide a group of learners and cause some awkwardness. When dealing with the subject of vulnerability this was the perfect atmosphere to create trust in the discussions and enable learners to interact with questions and stories to aid learning and development in this area. Helen is very open with her feelings and emotions which helps learners to do the same, it is only by doing this that you can take on the important lessons of empathy and support. Among the courses I have undertaken, this one stands out as the most effective in facilitating deep understanding and sustained engagement. It significantly contributed to my role!

Elizabeth B · 05 Aug 2025
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Response: Elizabeth, thank you for your positive and detailed feedback, this is very much appreciated. It's great to hear that you found all the elements of the training conducive to effective learning and to encouraging open discussions and that it has significantly contributed to your role.

A very engaging and informative session, enhanced greatly by Helen's personal stories and insights. Breaking down the 4 elements of supporting vulnerable customers was very useful and provided me with some structure. I found the module on customer needs (what is emotional? and what is practical?) particularly useful. The signposting resource was very comprehensive and will definitely proved to be very valued. Many Thanks.

Colin O · 05 Aug 2025
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Response: Thank you for your positive and detailed feedback Colin. I was so pleased to hear that you found the presentation of the content useful and that the signposting resource will be valuable in future.

This seminar was not only informative but the interaction with real life examples really honed in on the importance of being aware of our (wide range) vulnerable customers. This reinforced awareness of interacting with those who are vulnerable, remembering that their circumstances will affect their ability to manage, cope or make decisions and therefore we must be compassionate and have empathy. Helen was a great presenter, whose passion shines through.

Lakayann O · 04 Aug 2025
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Response: Lakayann, thank you for your detailed and positive feedback and kind words, I really appreciate it. I am so pleased you found the course informative.

a great course and Helen focused on the areas which I requested. Very engaging - hence the many discussions between delegates

Lisa K · 31 Jul 2025
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Response: Thank you for your positive feedback Lisa. I am so glad the course delivered on the areas requested and that it inspired useful discussions among the group.

Jasbinder was a fantastic trainer! Gained a lot of knowledge and refreshed on sections

Sheryl H · 12 Jun 2025
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Response: Sheryl, thank you for your positive feedback and kind comments. I am so pleased you came away with lots of knowledge from the training and refreshed on other areas.

Jasbinder was very knowledgable and had a vast understanding of lots of topics that we got in to whilst during the course of the day. Very engaging and personable - makes a full day course much more enjoyable and bearable I have some takeaways I can implement straight away and grateful for them Thank you 🤩

Aimee S · 12 Jun 2025
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Response: Thank you for your detailed and positive feedback Aimee. I am so pleased you found the course with Jasbinder engaging and personable and were able to use some of the takeaways straight away.

I’ve a lot from today’s course. Finding out more about the different types of vulnerabilities has definitely helped me in the way I do my job

Faye S · 12 Jun 2025
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Response: Faye, thank you for your positive feedback. It's great to hear that you took a lot away from the course and that it will help you in the future.