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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

  • Staff Surveys

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • International Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Prototype Evaluation

  • Adult Home Care Tracking Product Development

  • Developing marketing materials for new products

  • Sentencers' Satisfaction Survey

  • Communication: New and existing financial products

  • Website Development

  • Compliance Mystery Shopping

  • Product Development using Ethnography

  • Mixed Media Advertising Analysis

  • Sports Facility Survey

  • Service Delivery Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Comms testing alongside NPD

  • Driving business growth

  • New Expert Information Product

  • Public Consultation - Waste

  • Understanding the use of Temporary Labour

  • Understanding Attrition

  • Audience Development Plan

  • Reader Satisfaction

  • Tourism Focus Groups

  • Affinities Partner

  • Understanding Local Business Needs

  • Visitor Survey

  • Loyalty Scheme

  • Broker Relationship Survey

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Brand Development

  • Trade-off Pricing Research

  • Understanding the Sales Journey Experience from both sides

  • Luxury In-store Display

  • Brand Development & Product Screening

  • Development of the Direct Offering

  • International Satisfaction & Development

  • Brand Image Research

  • Understanding Customer Pricing

  • Marketing consultancy for direct insurance

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Global Advertising Campaign

  • Housing Scheme Test

  • Strategic Brand Development

  • 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

Ready to find out more?

Contact us to discover how we can help your business today.

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