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

  • Understanding the use of Temporary Labour

  • Revitalising Existing Brand

  • Reader Satisfaction

  • Sports Facility Survey

  • Plasterboard Packaging Research

  • Engaging adults back into education

  • Luxury In-store Display

  • Staff Surveys

  • Tourism Focus Groups

  • Brand Image Research

  • Product Development using Ethnography

  • Brand Development

  • Understanding Local Business Needs

  • Public Consultation - Waste

  • New Expert Information Product

  • Comms testing alongside NPD

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Financial Brand Satisfaction Tracking

  • Driving business growth

  • Developing marketing materials for new products

  • Trade-off Pricing Research

  • Communication: New and existing financial products

  • International Satisfaction & Development

  • Visitor Survey

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • Multi-national Usage & Attitude Survey

  • Housing Scheme Test

  • Public Consultation - Council Tax

  • Compliance Mystery Shopping

  • Audience Development Plan

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Development of the Direct Offering

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Affinities Partner

  • Website Development

  • Sentencers' Satisfaction Survey

  • Strategic Brand Development

  • Global Advertising Campaign

  • Service Delivery Mystery Shopping

  • Marketing consultancy for direct insurance

  • Loyalty Scheme

  • Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Understanding Customer Pricing

  • Cathedral Visitor Survey

  • Benchmarking Mystery Shopping

  • Adult Home Care Tracking Product Development

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