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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I found the useful/unhelpful terms for when people are in a crisis really insightful. Sometimes the phrases on the unhelpful side would come out naturally without even realising you were probably causing more harm than good. I will use these in my personal and professional life. As some of the subject matter was difficult to hear, Helen made it clear that anyone could leave the room to take a minute at any stage with no judgment

Mitchell L · 27 Mar 2025
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Response: Mitchell, thank you for your detailed and positive feedback. I am so pleased that the phrases we covered were useful and I hope they help in future conversations.

It was good to attend the course. Learned & acknowledged from other team members what queries/questions they had and how they dealt with.

Bindu S · 27 Mar 2025
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Response: Thank you for your feedback Bindu and I am pleased that you found the session useful.

Brilliant first day of sessions from Helen. Her knowledge and experience really helps with such an important topic for our industry.

Lucy W · 26 Mar 2025
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Response: Thank you for your kind words, Lucy. It was a pleasure to deliver this training to the team.

This was training by way of informal discussion which was unusual but I thought it was useful and engaging. Ultimately the key two points for me are active listening and asking the right questions.

Ross K · 26 Mar 2025
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Response: Ross, thank you for your feedback and takeaways from the session. I am glad you found the training useful and engaging.

It was a good refresher course.

Ashmee B · 26 Mar 2025
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Response: Thank you for your feedback Ashmee. I am glad you enjoyed the refresher course.

Helen was engaging, informative and kept the training focused and fun.

Marcus W · 25 Mar 2025
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Response: Marcus, thank your for your positive feedback. I am glad you found the course engaging and informative.

Very pleasant course and thought provoking. Have done the course before but was nice to recap.

Tracey W · 25 Mar 2025
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Response: Thank you for your positive feedback Tracey. I am so pleased you found the course recap useful.

Both of the trainers were fantastic! The course was very interactive and engaging from start to finish. I would highly recommend!

Zoe C · 21 Mar 2025
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Response: Zoe, thank you for your positive feedback and kind words. I am so pleased you found the course engaging and we are grateful for your recommendation.

Helen's training sessions was incredible, engaging , captivating and most importantly interesting. No question was too much and Helen tried her upmost best to answer questions presented to her. If unable she made a note to ensure to provide answer at a later date. Very friendly, polite and professional. Thank you for enhancing our knowledge!

Lauren P · 27 Feb 2025
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Response: Lauren, thank you so much for taking the time to leave such positive feedback and for your kind words, they are much appreciated. I am so pleased you found the training interesting and engaging.

The course was exceptionally well presented, with the trainer demonstrating a deep understanding of the challenges associated with supporting vulnerable customers. The trainer kept all participants highly engaged throughout the session, using relevant examples and interactive discussions to ensure that complex topics were clearly understood. All questions were addressed thoroughly, with practical guidance provided on how to identify, communicate with, and support vulnerable customers effectively,

Safdar H · 24 Feb 2025
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Response: Safdar, thank you for taking the time to leave such positive and detailed feedback, and for your kind words. I am so pleased you took so much away from the training and hope it helps with customer conversations in the future.