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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

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Understanding the Sales Journey Experience from both sides

  • Broker Relationship Survey

  • Brand Development & Product Screening

  • Sentencers' Satisfaction Survey

  • Driving business growth

  • Product Development using Ethnography

  • Staff Surveys

  • Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Luxury In-store Display

  • Sports Facility Survey

  • Reader Satisfaction

  • Compliance Mystery Shopping

  • Engaging adults back into education

  • Understanding Attrition

  • International Competitor Mystery Shopping

  • New Expert Information Product

  • Housing Scheme Test

  • Communication: New and existing financial products

  • Tourism Focus Groups

  • Loyalty Scheme

  • Financial Brand Satisfaction Tracking

  • Comms testing alongside NPD

  • Brand Image Research

  • Development of the Direct Offering

  • Revitalising Existing Brand

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Audience Development Plan

  • Public Consultation - Council Tax

  • Mixed Media Advertising Analysis

  • Marketing consultancy for direct insurance

  • Global Advertising Campaign

  • Help Desk Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Cathedral Visitor Survey

  • Website Development

  • Understanding the use of Temporary Labour

  • Benchmarking Mystery Shopping

  • Affinities Partner

  • Plasterboard Packaging Research

  • Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • International Satisfaction & Development

  • Prototype Evaluation

  • Brand Development

  • Service Delivery Mystery Shopping

  • Understanding Customer Pricing

  • Developing marketing materials for new products

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

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

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