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

  • Comms testing alongside NPD

  • Global Advertising Campaign

  • Plasterboard Packaging Research

  • Public Consultation - Waste

  • Loyalty Scheme

  • Reader Satisfaction

  • Website Development

  • New Expert Information Product

  • Understanding Local Business Needs

  • Staff Surveys

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • Prototype Evaluation

  • Affinities Partner

  • Help Desk Mystery Shopping

  • Trade-off Pricing Research

  • Adult Home Care Tracking Product Development

  • Engaging adults back into education

  • Financial Brand Satisfaction Tracking

  • Strategic Brand Development

  • Sports Facility Survey

  • Housing Scheme Test

  • Audience Development Plan

  • Mixed Media Advertising Analysis

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

  • Driving business growth

  • Brand Development & Product Screening

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Understanding Customer Pricing

  • Competitor Mystery Shopping

  • Brand Development

  • International Satisfaction & Development

  • Developing marketing materials for new products

  • Luxury In-store Display

  • Tourism Focus Groups

  • Visitor Survey

  • Development of the Direct Offering

  • Brand Image Research

  • Satisfaction Survey (Housing)

  • Public Consultation - Council Tax

  • Service Delivery Mystery Shopping

  • Communication: New and existing financial products

  • International Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Understanding Attrition

  • Product Development using Ethnography

  • Cathedral Visitor Survey

  • Broker Relationship Survey

  • Sentencers' Satisfaction Survey

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