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 feel the training approach that Helen uses with the workbook and little group discussions worked well. It was much more engaging than just watching a screen presentation or slideshow and she encouraged discussion from the group around the topics. I really found this workshop useful and the deliver of training was engaging. The duration of the course was reasonable as well, as it was long enough to ensure we covered the topics in depth but not too long that the group became fatigued. A very invaluable workshop and great delivery from Helen. Thank you.

Sarah P · 24 Feb 2025
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Response: Sarah, Thank you for taking the time to leave such detailed and positive feedback and for your kind words. I appreciate your comments on the duration of the session and the level of engagement and I am so glad you found the training useful.

Helen was engaging, well paced and delivered with a great tone. Thankyou for session yesterday, it was great to have a refresher on such a difficult subject

Aaron L · 21 Feb 2025
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Response: Aaron, thank you for taking the time to complete the feedback form and for your positive comments. I am so pleased you found the training engaging.

Helen was brilliant, I felt like she was very engaging and I have definitely learnt a lot from her training

holly h · 21 Feb 2025
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Response: Thank you for your positive feedback and kind words, Holly. I am so glad you took a lot away from the session.

The training was insightful - and the trainer used their own personal experiences to make the training more relatable. I found this really impactful and educational.

Molly B · 10 Dec 2024
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Response: Molly, thank you for taking the time to leave such positive feedback and for your kind words. I am so pleased you found the training impactful and educational.

Great course, gives you the necessary skills, knowledge and confidence to be able to have the required conversation with a vulnerable customer.

Ashley P · 10 Dec 2024
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Response: Thank you for your positive feedback Ashley. I am so glad the course has given you the confidence to have these conversations.

Helen provided a fantastic training session, it was informative, and interactive and although discussing sensitive topics, she made it a fun and collaborative session. I would recommend this training to any one who wants to gain further insight into managing Vulnerable Customers. I will definitely be looking out for any other training sessions I can participate in with Helen

Charley R · 25 Oct 2024
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Response: Charley, thank you for your detailed and positive feedback and for the recommendation. I am so glad you found the training informative and look forward to seeing you again in the future.

I thought Helen was amazing. I could listen to her all day. She was so engaging and passionate about what she does.

Malcolm W · 25 Oct 2024
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Response: Thank you for your kind comments and positive feedback Malcolm. I really appreciate it.

Informative with practical elements built around strong theory and knowledge within this field, discussions where built off the back of this that where detailed and full of the sharing of ideas and solutions to assist customers during difficult situations. I feel the course enabled me to better support my team and the wider function moving forward. Thank you

Will B · 25 Oct 2024
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Response: Thank you for taking the time to leave such detailed and positive feedback, Will. I am so pleased you found the training informative and that you feel better able to support your team moving forward.

The training was positively engaging, providing opportunities for cross-department discussions and knowledge-sharing, which was invaluable. Helen encouraged discussions and it was noticeable that she is very passionate about this topic. Helen's knowledge was invaluable! Great training.

Lina L · 24 Oct 2024
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Response: Lina, thank you so much for your positive feedback and kind comments. I am really pleased you found the training engaging and valuable for cross-department discussions.

Helen is an inspirational woman with a wonderfully friendly demeanor. She has equipped me with new skills and deeper knowledge, boosting my confidence to tackle more challenging subjects. Was truly a honour to have met Helen today and left me in deep thought with how I react and approach providing condolences.

Ottica G · 24 Oct 2024
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Response: Thank you for taking the time to leave such positive feedback Ottica and for your kind comments. I am so pleased you feel your confidence is boosted and you gained new skills from the training.