Supporting Vulnerable Customers reviews

4.9 (379 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 21–30 of 384 reviews

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“

An excellent course and well presented

John D · 09 Mar 2026
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Response: Thank you for your positive feedback, John. I am so pleased you enjoyed the training.

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I really think Helen did an excellent job in delivering the course and is evidently, very knowledgeable on the topics discussed. In my personal opinion however, I do not like virtual delivery of a training course as I do not get the same benefit and focus that you would if you were face-to-face. Being in person also makes it easier to bounce ideas of each other as opposed to through a screen when it's hard to input in conversation without talking over someone or interrupting. Also technical issues are almost always present which cannot be helped. This is just my personal preference. I also feel like it was a long time to sit at a screen and listen with only one short break (as your camera had to be on at all times it felt quite awkward to leave to pop to the toilet, etc, when needed). I did find my attention wandering more than it should for this reason but again, I am not a fan of virtual delivery which plays a big part. Overall, I did feel very supported by Helen in this course and cannot fault her clear passion and experience in this field however, I did not feel that I personally gained any new information from the course but appreciate this will vary from person to person.

Emma A · 09 Mar 2026
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Response: Emma, thank you for your detailed and considered comments and kind words. I understand your personal preference for in-person training and it's important that you learn in a way that works best for you. Your comment about breaks times will be taken into consideration for future courses, thank you.

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The course was very good - I found it very informative and the trainer was excellent

Jayne P · 05 Feb 2026
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Response: Thank you for leaving such positive feedback Jayne, I'm so glad you found the training informative.

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The course was very helpful and informative. It was very helpful to look at situations from a different perspective and be provided with additional tools to best identify and assist vulnerable customers. I would only suggest including additional breaks. There was a lot of information to take in and I believe many would benefit from having some time to absorb the information, stretch their legs or take their headset off for a while (where sessions are on Teams). Having just a couple more breaks of 5-10 minutes to remove the headset, look away from the computer and give your eyes/brain a break would make a big difference.

Louise E · 05 Feb 2026
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Response: Louise, thank you for taking the time to leave such positive feedback. It's great to hear that you found the training informative. There is a lot of information to cover in the time, and I appreciate the need for regular breaks. I will take your comments on board, thank you.

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Helen was warm, open and engaging from start to finish. The material and interactions were based on experiences gained over time and in different sectors, so it was easy to engage, understand and follow the training, whether you were new to the subject or a more experienced trainee. A+ for providing fidgets for the group, to help with focus. Well done Helen, keep up the good work.

Jermaine C · 21 Jan 2026
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Response: Jermaine, thanks so much for your positive feedback and kind words. It's great to hear that you enjoyed the training and good to know that the fidgets were useful for focus.

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I think Helen was incredibly pragmatic in her approach and incredibly helpful.

Amber K · 21 Jan 2026
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Response: Thank you for your positive feedback Amber, I am so glad you found the course helpful.

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Excelling training! Very insightful

Zara S · 13 Jan 2026
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Response: Zara, your positive feedback is much appreciated, thank you. I'm so glad you found the training useful.

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I found this course to be extremely informative and I feel I was provided the right knowledge to deal with vulnerable customers going forward. the course also raised my awareness of areas that I may have missed with regards to vulnerable people and how to manage my own emotions to be more affective at assisting vulnerable people.

Stacey S · 17 Dec 2025
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Response: Stacey, thank you for your positive feedback and insightful comments about the training. I am so pleased you felt that the course provided a good amount of knowledge and awareness in handling these conversations and in managing your own well-being too.

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Very enjoyable and informative course. Lots of useful tools to implement in my daily job plus also dealing with people in general.

Claire D · 27 Nov 2025
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Response: Thank you for your positive feedback Claire. It's great that you've taken away some useful tools to help in your job role and also with people in general.

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Excellent overall

Wasiem B · 07 Nov 2025
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Response: Wasiem, thank you for giving such positive feedback, I am so pleased you enjoyed the course.