Skip navigation

Financial Services

Make better decisions for your financial products with our unique expertise and tools.

Enable strategic decisions

Financial clients presents unique challenges due to their complex and often sensitive nature. We have the experience to understand these challenges and the tools to provide the solutions financial businesses need.

Our executives understand the unique language of the UK regulatory environment and we know that how you treat your customers is high on the regulatory agenda. We provide input to demonstrate compliance with regulation through mystery shopping; broker, IFA and consultant surveys; customer experience and pricing, communications research, contact centre performance and improvement programmes as well as traditional research methodologies.

Case Studies

  • Brand Image Research

  • Website Development

  • New Expert Information Product

  • Understanding Attrition

  • Sentencers' Satisfaction Survey

  • Cathedral Visitor Survey

  • Broker Relationship Survey

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Understanding the use of Temporary Labour

  • Tourism Focus Groups

  • Understanding Customer Pricing

  • Reader Satisfaction

  • Help Desk Mystery Shopping

  • Development of the Direct Offering

  • Affinities Partner

  • Audience Development Plan

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Multi-national Usage & Attitude Survey

  • Global Advertising Campaign

  • Product Development using Ethnography

  • Loyalty Scheme

  • Visitor Survey

  • Housing Scheme Test

  • Public Consultation - Waste

  • Public Consultation - Council Tax

  • Brand Development

  • Benchmarking Mystery Shopping

  • Brand Development & Product Screening

  • Sports Facility Survey

  • Satisfaction Survey (Housing)

  • Mixed Media Advertising Analysis

  • Prototype Evaluation

  • Understanding Local Business Needs

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Luxury In-store Display

  • Trade-off Pricing Research

  • Developing marketing materials for new products

  • Communication: New and existing financial products

  • Staff Surveys

  • Strategic Brand Development

  • Service Delivery Mystery Shopping

  • Revitalising Existing Brand

  • Engaging adults back into education

  • Financial Brand Satisfaction Tracking

  • International Satisfaction & Development

  • Plasterboard Packaging Research

  • Driving business growth

Contact Phoenix MRC


01242 256816



Whithorne House / London Road / Cheltenham / Gloucestershire / GL52 6UY

Find us

"Phoenix Research, and in particular Susan, make the act of market research effortless. Susan spent quality time with us at all stages of the process, thinking thorough all angles and issues relevant to the particular project. Her communication is fantastic and particularly at the start of the process where regular conversations meant we were all comfortable with the direction of the research, it meant Phoenix were fully up to speed on the market, the audience, the issues in terms of budget and timeframes and it meant the whole process thereafter was easy! Susan works in a very collaborative way throughout, there are no surprises, and she clearly brings a wealth of experience and ideas to the table. Would highly recommend."

 Tracy Adams, Cirencester Family Society

Ready to find out more?

Contact us to discover how we can help your business today.

Get in touch