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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

  • Competitor Mystery Shopping

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Strategic Brand Development

  • Brand Image Research

  • Marketing consultancy for direct insurance

  • Communication: New and existing financial products

  • Loyalty Scheme

  • New Expert Information Product

  • Service Delivery Mystery Shopping

  • Understanding the use of Temporary Labour

  • Understanding Customer Pricing

  • Understanding Attrition

  • Tourism Focus Groups

  • Website Development

  • Benchmarking Mystery Shopping

  • Satisfaction Survey (Housing)

  • Public Consultation - Council Tax

  • Luxury In-store Display

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Sentencers' Satisfaction Survey

  • Adult Home Care Tracking Product Development

  • Help Desk Mystery Shopping

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • Understanding Local Business Needs

  • Brand Development

  • Mixed Media Advertising Analysis

  • Development of the Direct Offering

  • Engaging adults back into education

  • Visitor Survey

  • Cathedral Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Understanding the Sales Journey Experience from both sides

  • International Satisfaction & Development

  • Trade-off Pricing Research

  • International Competitor Mystery Shopping

  • Prototype Evaluation

  • Brand Development & Product Screening

  • Driving business growth

  • Sports Facility Survey

  • Reader Satisfaction

  • Revitalising Existing Brand

  • Housing Scheme Test

  • Audience Development Plan

  • Compliance Mystery Shopping

  • Affinities Partner

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Plasterboard Packaging Research

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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