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

  • New Expert Information Product

  • Understanding the Sales Journey Experience from both sides

  • Website Development

  • International Competitor Mystery Shopping

  • Luxury In-store Display

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Compliance Mystery Shopping

  • Sports Facility Survey

  • Benchmarking Mystery Shopping

  • Understanding Local Business Needs

  • Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Council Tax

  • Development of the Direct Offering

  • Revitalising Existing Brand

  • Developing marketing materials for new products

  • Audience Development Plan

  • Satisfaction Survey (Housing)

  • Strategic Brand Development

  • Mixed Media Advertising Analysis

  • Comms testing alongside NPD

  • Prototype Evaluation

  • Brand Development & Product Screening

  • Cathedral Visitor Survey

  • Housing Scheme Test

  • Driving business growth

  • Communication: New and existing financial products

  • Sentencers' Satisfaction Survey

  • Engaging adults back into education

  • Brand Image Research

  • Brand Development

  • Staff Surveys

  • Plasterboard Packaging Research

  • Understanding Attrition

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Public Consultation - Waste

  • Marketing consultancy for direct insurance

  • Adult Home Care Tracking Product Development

  • Financial Brand Satisfaction Tracking

  • Tourism Focus Groups

  • Product Development using Ethnography

  • Understanding the use of Temporary Labour

  • Affinities Partner

  • International Satisfaction & Development

  • Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Trade-off Pricing Research

  • Help Desk Mystery Shopping

  • Loyalty Scheme

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