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

  • Understanding Local Business Needs

  • Luxury In-store Display

  • Development of the Direct Offering

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Revitalising Existing Brand

  • Sports Facility Survey

  • Affinities Partner

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • Help Desk Mystery Shopping

  • Compliance Mystery Shopping

  • Audience Development Plan

  • Housing Scheme Test

  • Understanding Attrition

  • Understanding Customer Pricing

  • Cathedral Visitor Survey

  • Trade-off Pricing Research

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • Loyalty Scheme

  • Driving business growth

  • Satisfaction Survey (Housing)

  • International Satisfaction & Development

  • Brand Image Research

  • Visitor Survey

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Reader Satisfaction

  • Brand Development

  • Brand Development & Product Screening

  • Marketing consultancy for direct insurance

  • Understanding the use of Temporary Labour

  • Financial Brand Satisfaction Tracking

  • Service Delivery Mystery Shopping

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Adult Home Care Tracking Product Development

  • Broker Relationship Survey

  • Prototype Evaluation

  • Tourism Focus Groups

  • Multi-national Usage & Attitude Survey

  • Competitor Mystery Shopping

  • Staff Surveys

  • New Expert Information Product

  • Global Advertising Campaign

  • Engaging adults back into education

  • Website Development

  • Understanding the Sales Journey Experience from both sides

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