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

  • Driving business growth

  • Visitor Survey

  • Housing Scheme Test

  • Comms testing alongside NPD

  • Brand Development & Product Screening

  • Plasterboard Packaging Research

  • Service Delivery Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Global Advertising Campaign

  • Understanding Attrition

  • Luxury In-store Display

  • Understanding Customer Pricing

  • Strategic Brand Development

  • Engaging adults back into education

  • Multi-national Usage & Attitude Survey

  • Understanding the Sales Journey Experience from both sides

  • Development of the Direct Offering

  • Understanding Local Business Needs

  • Sentencers' Satisfaction Survey

  • Public Consultation - Waste

  • Reader Satisfaction

  • Satisfaction Survey (Housing)

  • Brand Development

  • Help Desk Mystery Shopping

  • Website Development

  • Cathedral Visitor Survey

  • Marketing consultancy for direct insurance

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • International Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Brand Image Research

  • Communication: New and existing financial products

  • International Satisfaction & Development

  • Compliance Mystery Shopping

  • Understanding the use of Temporary Labour

  • Product Development using Ethnography

  • Audience Development Plan

  • Competitor Mystery Shopping

  • Sports Facility Survey

  • Affinities Partner

  • Developing marketing materials for new products

  • Trade-off Pricing Research

  • New Expert Information Product

  • Tourism Focus Groups

  • Public Consultation - Council Tax

  • Prototype Evaluation

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

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