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

  • Housing Scheme Test

  • Comms testing alongside NPD

  • Luxury In-store Display

  • Audience Development Plan

  • Visitor Survey

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Understanding Customer Pricing

  • Loyalty Scheme

  • Financial Brand Satisfaction Tracking

  • International Satisfaction & Development

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Driving business growth

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Public Consultation - Council Tax

  • Tourism Focus Groups

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Communication: New and existing financial products

  • Public Consultation - Waste

  • Website Development

  • Revitalising Existing Brand

  • Brand Image Research

  • Trade-off Pricing Research

  • Development of the Direct Offering

  • New Expert Information Product

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Cathedral Visitor Survey

  • Brand Development & Product Screening

  • Brand Development

  • Competitor Mystery Shopping

  • Affinities Partner

  • Strategic Brand Development

  • Product Development using Ethnography

  • Engaging adults back into education

  • Understanding Attrition

  • Understanding the Sales Journey Experience from both sides

  • Multi-national Usage & Attitude Survey

  • Prototype Evaluation

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • Compliance Mystery Shopping

  • Staff Surveys

  • Broker Relationship Survey

  • Reader Satisfaction

  • Understanding Local Business Needs

  • Developing marketing materials for new products

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