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

  • Marketing consultancy for direct insurance

  • Luxury In-store Display

  • Understanding the use of Temporary Labour

  • Plasterboard Packaging Research

  • Mixed Media Advertising Analysis

  • Sentencers' Satisfaction Survey

  • Website Development

  • Brand Development & Product Screening

  • Staff Surveys

  • Understanding Local Business Needs

  • Developing marketing materials for new products

  • Service Delivery Mystery Shopping

  • Revitalising Existing Brand

  • Brand Development

  • Global Advertising Campaign

  • Understanding the Sales Journey Experience from both sides

  • Financial Brand Satisfaction Tracking

  • Communication: New and existing financial products

  • Driving business growth

  • Development of the Direct Offering

  • Comms testing alongside NPD

  • Cathedral Visitor Survey

  • Product Development using Ethnography

  • Broker Relationship Survey

  • Understanding Attrition

  • Sports Facility Survey

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • New Expert Information Product

  • Public Consultation - Waste

  • Brand Image Research

  • Trade-off Pricing Research

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Multi-national Usage & Attitude Survey

  • Engaging adults back into education

  • Compliance Mystery Shopping

  • Housing Scheme Test

  • Understanding Customer Pricing

  • Reader Satisfaction

  • Loyalty Scheme

  • International Satisfaction & Development

  • Audience Development Plan

  • Adult Home Care Tracking Product Development

  • Affinities Partner

  • International Competitor Mystery Shopping

  • Visitor Survey

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

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