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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

  • Luxury In-store Display

  • Compliance Mystery Shopping

  • Engaging adults back into education

  • Website Development

  • Adult Home Care Tracking Product Development

  • Public Consultation - Council Tax

  • Understanding Attrition

  • Sports Facility Survey

  • Public Consultation - Waste

  • Brand Image Research

  • Communication: New and existing financial products

  • Comms testing alongside NPD

  • Trade-off Pricing Research

  • Multi-national Usage & Attitude Survey

  • Staff Surveys

  • Development of the Direct Offering

  • Reader Satisfaction

  • Prototype Evaluation

  • Developing marketing materials for new products

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Affinities Partner

  • Product Development using Ethnography

  • Global Advertising Campaign

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Housing Scheme Test

  • Understanding Local Business Needs

  • Tourism Focus Groups

  • Audience Development Plan

  • Understanding the Sales Journey Experience from both sides

  • Strategic Brand Development

  • Satisfaction Survey (Housing)

  • Driving business growth

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • Service Delivery Mystery Shopping

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Competitor Mystery Shopping

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Visitor Survey

  • Brand Development

  • International Satisfaction & Development

  • New Expert Information Product

  • Plasterboard Packaging Research

  • Benchmarking Mystery Shopping

  • Brand Development & Product Screening

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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