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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

  • Understanding Attrition

  • Audience Development Plan

  • Sports Facility Survey

  • Broker Relationship Survey

  • Engaging adults back into education

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • Global Advertising Campaign

  • Brand Development & Product Screening

  • Compliance Mystery Shopping

  • Cathedral Visitor Survey

  • Tourism Focus Groups

  • Housing Scheme Test

  • Help Desk Mystery Shopping

  • Service Delivery Mystery Shopping

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Multi-national Usage & Attitude Survey

  • Understanding Local Business Needs

  • Satisfaction Survey (Housing)

  • Brand Development

  • Reader Satisfaction

  • Comms testing alongside NPD

  • New Expert Information Product

  • Mixed Media Advertising Analysis

  • Prototype Evaluation

  • Understanding the use of Temporary Labour

  • Marketing consultancy for direct insurance

  • Developing marketing materials for new products

  • Visitor Survey

  • International Satisfaction & Development

  • Public Consultation - Council Tax

  • Understanding the Sales Journey Experience from both sides

  • Luxury In-store Display

  • Public Consultation - Waste

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • Development of the Direct Offering

  • International Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Plasterboard Packaging Research

  • Trade-off Pricing Research

  • Communication: New and existing financial products

  • Driving business growth

  • Adult Home Care Tracking Product Development

  • Financial Brand Satisfaction Tracking

  • Staff Surveys

  • Website Development

  • Brand Image Research

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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