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

  • Website Development

  • Adult Home Care Tracking Product Development

  • International Satisfaction & Development

  • Revitalising Existing Brand

  • Brand Development & Product Screening

  • Strategic Brand Development

  • Understanding the use of Temporary Labour

  • Satisfaction Survey (Housing)

  • Help Desk Mystery Shopping

  • Development of the Direct Offering

  • International Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Loyalty Scheme

  • Engaging adults back into education

  • Plasterboard Packaging Research

  • Understanding Customer Pricing

  • Sports Facility Survey

  • Affinities Partner

  • Brand Development

  • Luxury In-store Display

  • New Expert Information Product

  • Public Consultation - Council Tax

  • Service Delivery Mystery Shopping

  • Audience Development Plan

  • Communication: New and existing financial products

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • Compliance Mystery Shopping

  • Staff Surveys

  • Competitor Mystery Shopping

  • Tourism Focus Groups

  • Comms testing alongside NPD

  • Understanding Attrition

  • Cathedral Visitor Survey

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • Driving business growth

  • Brand Image Research

  • Marketing consultancy for direct insurance

  • Housing Scheme Test

  • Understanding the Sales Journey Experience from both sides

  • Product Development using Ethnography

  • Visitor Survey

  • Broker Relationship Survey

  • Prototype Evaluation

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Waste

  • Mixed Media Advertising Analysis

  • Multi-national Usage & Attitude Survey

  • Reader Satisfaction

  • Trade-off Pricing 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.

Get in touch