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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

  • Sports Facility Survey

  • Engaging adults back into education

  • Tourism Focus Groups

  • Brand Image Research

  • Public Consultation - Council Tax

  • Cathedral Visitor Survey

  • Luxury In-store Display

  • Satisfaction Survey (Housing)

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Development of the Direct Offering

  • Brand Development

  • International Competitor Mystery Shopping

  • Marketing consultancy for direct insurance

  • Understanding the Sales Journey Experience from both sides

  • Financial Brand Satisfaction Tracking

  • Global Advertising Campaign

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Benchmarking Mystery Shopping

  • Strategic Brand Development

  • Understanding Attrition

  • New Expert Information Product

  • Prototype Evaluation

  • Understanding Local Business Needs

  • International Satisfaction & Development

  • Housing Scheme Test

  • Broker Relationship Survey

  • Reader Satisfaction

  • Compliance Mystery Shopping

  • Affinities Partner

  • Driving business growth

  • Website Development

  • Multi-national Usage & Attitude Survey

  • Product Development using Ethnography

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • Staff Surveys

  • Understanding Customer Pricing

  • Communication: New and existing financial products

  • Brand Development & Product Screening

  • Revitalising Existing Brand

  • Visitor Survey

  • Service Delivery Mystery Shopping

  • Public Consultation - Waste

  • Mixed Media Advertising Analysis

  • Comms testing alongside NPD

  • Help Desk Mystery Shopping

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.

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