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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

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Website Development

  • Help Desk Mystery Shopping

  • Audience Development Plan

  • Staff Surveys

  • Housing Scheme Test

  • Engaging adults back into education

  • Marketing consultancy for direct insurance

  • Brand Image Research

  • Adult Home Care Tracking Product Development

  • Understanding the Sales Journey Experience from both sides

  • Understanding Customer Pricing

  • Tourism Focus Groups

  • Understanding Attrition

  • Public Consultation - Council Tax

  • Trade-off Pricing Research

  • Luxury In-store Display

  • Prototype Evaluation

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Revitalising Existing Brand

  • Satisfaction Survey (Housing)

  • International Satisfaction & Development

  • Development of the Direct Offering

  • Brand Development

  • Comms testing alongside NPD

  • Compliance Mystery Shopping

  • Product Development using Ethnography

  • Loyalty Scheme

  • Service Delivery Mystery Shopping

  • Sports Facility Survey

  • Developing marketing materials for new products

  • Reader Satisfaction

  • Visitor Survey

  • Understanding the use of Temporary Labour

  • Sentencers' Satisfaction Survey

  • New Expert Information Product

  • Plasterboard Packaging Research

  • Global Advertising Campaign

  • Affinities Partner

  • Broker Relationship Survey

  • Competitor Mystery Shopping

  • Strategic Brand Development

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • Driving business growth

  • Multi-national Usage & Attitude Survey

  • Financial Brand Satisfaction Tracking

  • Benchmarking Mystery Shopping

  • Understanding Local Business Needs

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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