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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

  • Brand Development & Product Screening

  • Revitalising Existing Brand

  • Audience Development Plan

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Brand Image Research

  • Loyalty Scheme

  • Website Development

  • Product Development using Ethnography

  • Cathedral Visitor Survey

  • Sports Facility Survey

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Brand Development

  • Public Consultation - Waste

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • Prototype Evaluation

  • Comms testing alongside NPD

  • International Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Understanding Attrition

  • Broker Relationship Survey

  • Mixed Media Advertising Analysis

  • Competitor Mystery Shopping

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Driving business growth

  • Plasterboard Packaging Research

  • Sentencers' Satisfaction Survey

  • Marketing consultancy for direct insurance

  • International Satisfaction & Development

  • Developing marketing materials for new products

  • Understanding Local Business Needs

  • Multi-national Usage & Attitude Survey

  • Affinities Partner

  • Strategic Brand Development

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • Public Consultation - Council Tax

  • Visitor Survey

  • Understanding Customer Pricing

  • Communication: New and existing financial products

  • New Expert Information Product

  • Development of the Direct Offering

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Housing Scheme Test

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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