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

  • Public Consultation - Council Tax

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Waste

  • Luxury In-store Display

  • Service Delivery Mystery Shopping

  • Developing marketing materials for new products

  • Sports Facility Survey

  • Brand Development

  • Cathedral Visitor Survey

  • Trade-off Pricing Research

  • Understanding Local Business Needs

  • Driving business growth

  • Satisfaction Survey (Housing)

  • Understanding the Sales Journey Experience from both sides

  • Communication: New and existing financial products

  • Strategic Brand Development

  • Multi-national Usage & Attitude Survey

  • New Expert Information Product

  • Affinities Partner

  • Website Development

  • Housing Scheme Test

  • Brand Development & Product Screening

  • Staff Surveys

  • Development of the Direct Offering

  • Help Desk Mystery Shopping

  • Understanding Attrition

  • Brand Image Research

  • Tourism Focus Groups

  • International Satisfaction & Development

  • Understanding the use of Temporary Labour

  • Adult Home Care Tracking Product Development

  • Prototype Evaluation

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • Sentencers' Satisfaction Survey

  • Revitalising Existing Brand

  • Engaging adults back into education

  • Visitor Survey

  • Audience Development Plan

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Broker Relationship Survey

  • Reader Satisfaction

  • Comms testing alongside NPD

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • Product Development using Ethnography

  • Benchmarking Mystery Shopping

  • Competitor Mystery Shopping

  • Global Advertising Campaign

  • International Competitor 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.

Get in touch