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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Showing 1–10 of 43 reviews (4 star)

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Overall it was good and was interesting, would have enjoyed more interaction groups

camilla p · 07 Nov 2025
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Response: Thank you for your feedback Camilla, I am glad you found the course interesting, and your comment regarding more group discussion time is useful.

Informative

Farrukh W · 06 Nov 2025
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Response: Thank you for your feedback Farrukh, it's great to know you found the course informative.

Good course - encouraged you to look more closely at how you would interact with vulnerable customers. Found it engaging. The workbooks were excellent. The twiddle toys provided were a great idea! Good ice breaker. The only thing I found a bit jarring was when we were invited to think of some ideas as to what would make a consumer more vulnerable/upset - was when 'menopause' was given as a reason. Think that this is a bit derogatory. As a takeaway from this course for me personally as someone who tends to over talk, which can sometimes make a difficult situation worse - never underestimate the power of silence during a difficult call!

Diana F · 12 Jun 2025
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Response: Thank you for your feedback Diana. I have replied in more detail directly.

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.

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.

The course underlined a lot of things that I already knew but so much new information and practical useable ways of dealing with customers and situations that we regularly encounter. I def feel more empowered to deal with vulnerable customers

Peta V · 25 Jul 2024
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Response: Peta, thank you for taking the time to leave feedback. I am so glad you feel more empowered to manage vulnerable customer conversations.

thank you Helen - informative, relevant and interesting course. worthwhile taking time out to reflect on practice.

Janet W · 26 Jul 2023
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Response: Janet, thank you for taking the time to leave such positive feedback. I am so pleased you found the course informative and interesting.

Overall good content, good info which can be used in real work scenarios. To add value: handing out the pack prior to meeting so we had chance to read and have questions ready and would have been able to particpate more in the session and been a bit more engaging.

Clare S · 07 Jul 2023
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Response: Clare, thank you for taking the time to leave feedback, your comments are appreciated. We are sorry you didn’t receive your pack prior to the course. These are sent out to our contact within your organisation for distribution to delegates a week in advance to allow you to prepare. This has highlighted a need for us to double check that delegates have received the information we send, so thank you for bringing this to our attention. I am glad you found the course content and information useful.

Helen was really knowledgeable and passionate about her work and gave a really good insight of how many different types of customers can be vulnerable and may need support

Daniel C · 07 Jul 2023
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Response: Thank you for taking the time to leave feedback, Daniel, I really appreciate your comments.