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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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.

The session was highly informative and engaging, with clear, practical guidance that I can apply in my day-to-day interactions. The content was well-structured, and I particularly appreciated the focus on the tools and materials we can take away to use in our customer interactions and keep revisiting - keeping the skills fresh which helped bring the our conversations to the next level.

Kristian E · 11 Jun 2025
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Response: Thank you for your positive and detailed feedback Kristian. I am so pleased the course provided lots of takeaways to help with customer conversations going forwards.

Helen is great, she knows what she is talking about and has amazing techniques and tips on how to improve not only your customer service skills but your undertsanding skills. Thank you Helen!

Eduardo R · 11 Jun 2025
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Response: Eduardo, thank you for your positive feedback and kind comments. I am pleased the course provided some useful techniques for enhancing your customer conversations.

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Ines M · 11 Jun 2025
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The session was good and started some great conversations. Even though I;m not directly customer facing the content was still useful and relevant. Just one thing I thought I would mention is that I think perhaps an extra break could be put in. We started at 9.30 and had a brief break at 11.30 - a lot of people were getting fidgety so maybe 1.5 hrs max before a quick break :)

Vicky A · 05 Jun 2025
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Response: Vicky, thank you for your positive feedback. I'm glad you found the course useful. I appreciate your observation regarding break times and will take that on board - thank you.