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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

  • Visitor Survey

  • Staff Surveys

  • Plasterboard Packaging Research

  • Multi-national Usage & Attitude Survey

  • Adult Home Care Tracking Product Development

  • Sentencers' Satisfaction Survey

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Driving business growth

  • Strategic Brand Development

  • Financial Brand Satisfaction Tracking

  • Understanding the Sales Journey Experience from both sides

  • Brand Development & Product Screening

  • Revitalising Existing Brand

  • Reader Satisfaction

  • Satisfaction Survey (Housing)

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Marketing consultancy for direct insurance

  • Communication: New and existing financial products

  • Developing marketing materials for new products

  • Public Consultation - Council Tax

  • Understanding the use of Temporary Labour

  • Global Advertising Campaign

  • New Expert Information Product

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • Understanding Attrition

  • Competitor Mystery Shopping

  • International Satisfaction & Development

  • Audience Development Plan

  • Development of the Direct Offering

  • Luxury In-store Display

  • Tourism Focus Groups

  • Affinities Partner

  • Broker Relationship Survey

  • Sports Facility Survey

  • Brand Development

  • Help Desk Mystery Shopping

  • Loyalty Scheme

  • Brand Image Research

  • Product Development using Ethnography

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Engaging adults back into education

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • Cathedral Visitor Survey

  • Website Development

  • Understanding Local Business Needs

  • Prototype Evaluation

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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