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

  • Affinities Partner

  • Website Development

  • Prototype Evaluation

  • Mixed Media Advertising Analysis

  • Luxury In-store Display

  • Reader Satisfaction

  • Benchmarking Mystery Shopping

  • Housing Scheme Test

  • Comms testing alongside NPD

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Compliance Mystery Shopping

  • Brand Image Research

  • International Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • International Satisfaction & Development

  • Understanding the use of Temporary Labour

  • Plasterboard Packaging Research

  • Tourism Focus Groups

  • New Expert Information Product

  • Engaging adults back into education

  • Financial Brand Satisfaction Tracking

  • Audience Development Plan

  • Developing marketing materials for new products

  • Service Delivery Mystery Shopping

  • Visitor Survey

  • Understanding Customer Pricing

  • Multi-national Usage & Attitude Survey

  • Development of the Direct Offering

  • Understanding Attrition

  • Public Consultation - Waste

  • Staff Surveys

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Strategic Brand Development

  • Global Advertising Campaign

  • Loyalty Scheme

  • Revitalising Existing Brand

  • Trade-off Pricing Research

  • Satisfaction Survey (Housing)

  • Product Development using Ethnography

  • Communication: New and existing financial products

  • Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Marketing consultancy for direct insurance

  • Brand Development

  • Broker Relationship Survey

  • Driving business growth

  • Adult Home Care Tracking Product Development

  • Sentencers' Satisfaction Survey

  • Understanding the Sales Journey Experience from both sides

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